Focus Partners Wealth
BJ icon

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
Q2 		$47.3M Buy
542,296
+203,225
+60% +$18.6M 0.05% 324
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Wealth's BJ Position: Q2 2026 in Review

Focus Partners Wealth increased its BJs Wholesale Club (BJ) stake by 60% in Q2 2026, buying an estimated $18.6M and bringing the position to 542,296 shares worth $47.3M. The position accounts for 0.05% of the portfolio, ranked #324.

Focus Partners Wealth first reported a position in BJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.6M in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Focus Partners Wealth held 542,296 shares of BJs Wholesale Club worth $47.3M as of Q2 2026.
  • Focus Partners Wealth bought 203,225 BJs Wholesale Club shares in Q2 2026, an estimated $18.6M.
  • BJs Wholesale Club made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #324 holding.
  • Focus Partners Wealth first reported a position in BJs Wholesale Club in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's BJs Wholesale Club position peaked at $56.6M in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.