First Citizens Bank & Trust’s BJs Wholesale Club BJ Stock Holding History

First Citizens Bank & Trust’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	-8,983	Closed	-$884K	–	649
2026 Q1	$884K	Sell	8,983 -5,086	-36%	-$491K	0.02%	317
2025 Q4	$1.27M	Buy	14,069 +105	+0.8%	+$9.64K	0.03%	267
2025 Q3	$1.3M	Buy	13,964 +638	+5%	+$65.2K	0.03%	254
2025 Q2	$1.44M	Buy	13,326 +9,549	+253%	+$1.09M	0.03%	228
2025 Q1	$431K	Buy	3,777 +78	+2%	+$8.03K	0.01%	327
2024 Q4	$331K	Buy	3,699 +700	+23%	+$63.3K	0.01%	372
2024 Q3	$247K	Buy	2,999 +166	+6%	+$14K	0.01%	408
2024 Q2	$249K	Buy	+2,833	New	+$229K	﹤0.01%	395
2022 Q3	–	Sell	-5,755	Closed	-$359K	–	315
2022 Q2	$359K	Sell	5,755 -929	-14%	-$58.4K	0.01%	258
2022 Q1	$452K	Buy	+6,684	New	+$420K	0.02%	235
2021 Q1	–	Sell	-5,406	Closed	-$202K	–	393
2020 Q4	$202K	Buy	+5,406	New	+$216K	0.01%	358

Other funds holding BJ

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

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

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

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

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return