Focus Partners Wealth’s BJs Wholesale Club BJ Stock Holding History

Focus Partners Wealth’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	$52M	Sell	339,071 -178,660	-35%	-$17.2M	0.06%	281
2025 Q4	$47.3M	Buy	517,731 +30,095	+6%	+$2.76M	0.05%	295
2025 Q3	$45.5M	Sell	487,636 -381	-0.1%	-$38.9K	0.07%	226
2025 Q2	$52.6M	Sell	488,017 -7,942	-2%	-$905K	0.11%	180
2025 Q1	$56.6M	Sell	495,959 -78,269	-14%	-$8.06M	0.14%	149
2024 Q4	$51.3M	Sell	574,228 -6,228	-1%	-$563K	0.13%	158
2024 Q3	$47.9M	Buy	580,456 +191,427	+49%	+$16.2M	0.15%	144
2024 Q2	$34.2M	Buy	389,029 +2,258	+0.6%	+$183K	0.12%	176
2024 Q1	$29.3M	Buy	386,771 +49,722	+15%	+$3.47M	0.24%	110
2023 Q4	$22.5M	Buy	+337,049	New	+$22.8M	0.29%	96

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth's BJ Position: Q1 2026 in Review

Focus Partners Wealth reduced its BJs Wholesale Club (BJ) stake by 35% in Q1 2026, selling an estimated $17.2M and leaving 339,071 shares worth $52M. The position accounts for 0.06% of the portfolio, ranked #281.

Focus Partners Wealth first reported a position in BJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.6M in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Focus Partners Wealth held 339,071 shares of BJs Wholesale Club worth $52M as of Q1 2026.
Focus Partners Wealth sold 178,660 BJs Wholesale Club shares in Q1 2026, an estimated $17.2M.
BJs Wholesale Club made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #281 holding.
Focus Partners Wealth first reported a position in BJs Wholesale Club in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's BJs Wholesale Club position peaked at $56.6M in Q1 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.