Everpar Advisors’s BJs Wholesale Club BJ Stock Holding History

Everpar Advisors’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,247	Closed	-$221K	–	305
2026 Q1	$221K	Sell	2,247 -404	-15%	-$39K	0.08%	262
2025 Q4	$239K	Sell	2,651 -1,249	-32%	-$115K	0.09%	242
2025 Q3	$364K	Sell	3,900 -291	-7%	-$29.7K	0.14%	166
2025 Q2	$452K	Sell	4,191 -110	-3%	-$12.5K	0.21%	132
2025 Q1	$491K	Sell	4,301 -542	-11%	-$55.8K	0.26%	102
2024 Q4	$433K	Buy	4,843 +6	+0.1%	+$542	0.22%	130
2024 Q3	$399K	Sell	4,837 -205	-4%	-$17.3K	0.21%	147
2024 Q2	$443K	Buy	+5,042	New	+$408K	0.22%	140

Other funds holding BJ

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Everpar Advisors's BJ Position: Q2 2026 in Review

Everpar Advisors sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,247 shares — an estimated $221K sold.

Everpar Advisors first reported a position in BJ in Q2 2024 and held it in 8 quarters. The position peaked at $491K in Q1 2025. 75 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Everpar Advisors reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Everpar Advisors sold 2,247 BJs Wholesale Club shares in Q2 2026, an estimated $221K.
Everpar Advisors first reported a position in BJs Wholesale Club in Q2 2024 and held it in 8 quarters.
Everpar Advisors's BJs Wholesale Club position peaked at $491K in Q1 2025.
75 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.