FSG
BJ icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return