Financial Strategies Group’s BJs Wholesale Club BJ Stock Holding History

Financial Strategies Group’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	$1.15M	Buy	12,446 +1,155	+10%	+$106K	0.18%	54
2026 Q1	$1.05M	Buy	11,291 +712	+7%	+$68.7K	0.18%	54
2025 Q4	$961K	Buy	10,579 +510	+5%	+$46.8K	0.17%	56
2025 Q3	$914K	Buy	10,069 +3,082	+44%	+$315K	0.17%	50
2025 Q2	$744K	Buy	6,987 +877	+14%	+$99.9K	0.16%	59
2025 Q1	$726K	Sell	6,110 -627	-9%	-$64.6K	0.17%	50
2024 Q4	$651K	Buy	6,737 +1,086	+19%	+$98.2K	0.16%	49
2024 Q3	$482K	Buy	5,651 +1,145	+25%	+$96.9K	0.11%	57
2024 Q2	$397K	Buy	4,506 +1,722	+62%	+$139K	0.1%	60
2024 Q1	$215K	Buy	+2,784	New	+$194K	0.06%	77

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Strategies Group's BJ Position: Q2 2026 in Review

Financial Strategies Group increased its BJs Wholesale Club (BJ) stake by 10% in Q2 2026, buying an estimated $106K and bringing the position to 12,446 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #54.

Financial Strategies Group first reported a position in BJ in Q1 2024 and has held it in 10 quarters since. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Financial Strategies Group held 12,446 shares of BJs Wholesale Club worth $1.15M as of Q2 2026.
Financial Strategies Group bought 1,155 BJs Wholesale Club shares in Q2 2026, an estimated $106K.
BJs Wholesale Club made up 0.18% of Financial Strategies Group's portfolio in Q2 2026, its #54 holding.
Financial Strategies Group first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 10 quarters since.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.