FFA
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Farther Finance Advisors’s BJs Wholesale Club BJ Stock Holding History

Farther Finance 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
Q3 		$282K Sell
3,063
-105
-3% -$9.74K ﹤0.01% 2033
2026
Q2 		$277K Buy
3,168
+539
+21% +$49.3K ﹤0.01% 2003
2026
Q1 		$249K Sell
2,629
-210
-7% -$20.3K ﹤0.01% 1863
2025
Q4 		$256K Buy
2,839
+169
+6% +$15.5K ﹤0.01% 1755
2025
Q3 		$249K Sell
2,670
-4,515
-63% -$462K ﹤0.01% 1486
2025
Q2 		$775K Buy
7,185
+4,683
+187% +$533K 0.02% 704
2025
Q1 		$287K Sell
2,502
-1,057
-30% -$109K 0.01% 1053
2024
Q4 		$318K Buy
3,559
+593
+20% +$53.6K 0.01% 783
2024
Q3 		$245K Sell
2,966
-795
-21% -$67.3K 0.01% 917
2024
Q2 		$326K Buy
3,761
+3,632
+2,816% +$294K 0.02% 637
2024
Q1 		$9.62K Buy
129
+9
+8% +$627 ﹤0.01% 1783
2023
Q4 		$7.97K Buy
120
+2
+2% +$135 ﹤0.01% 1722
2023
Q3 		$8.42K Buy
118
+82
+228% +$5.52K ﹤0.01% 1346
2023
Q2 		$2.27K Sell
36
-8
-18% -$553 ﹤0.01% 1711
2023
Q1 		$3.35K Buy
44
+34
+340% +$2.47K ﹤0.01% 1455
2022
Q4 		$662 Buy
+10
New +$724 ﹤0.01% 1766

Other funds holding BJ

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors's BJ Position: Q3 2026 in Review

Farther Finance Advisors reduced its BJs Wholesale Club (BJ) stake by 3.3% in Q3 2026, selling an estimated $9.74K and leaving 3,063 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Farther Finance Advisors first reported a position in BJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $775K in Q2 2025. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Farther Finance Advisors held 3,063 shares of BJs Wholesale Club worth $282K as of Q3 2026.
  • Farther Finance Advisors sold 105 BJs Wholesale Club shares in Q3 2026, an estimated $9.74K.
  • BJs Wholesale Club made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2033 holding.
  • Farther Finance Advisors first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's BJs Wholesale Club position peaked at $775K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.