FORA Capital’s BJs Wholesale Club BJ Stock Holding History

FORA Capital’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	-4,117	Closed	-$405K	–	380
2026 Q1	$405K	Sell	4,117 -18,309	-82%	-$1.77M	0.03%	330
2025 Q4	$2.02M	Sell	22,426 -4,979	-18%	-$457K	0.24%	108
2025 Q3	$2.56M	Buy	+27,405	New	+$2.8M	0.45%	48
2025 Q1	–	Sell	-10,473	Closed	-$936K	–	504
2024 Q4	$936K	Buy	+10,473	New	+$947K	0.11%	205
2023 Q2	–	Sell	-23,642	Closed	-$1.8M	–	366
2023 Q1	$1.8M	Buy	23,642 +14,117	+148%	+$1.03M	0.18%	165
2022 Q4	$630K	Sell	9,525 -12,144	-56%	-$880K	0.1%	236
2022 Q3	$1.58M	Buy	+21,669	New	+$1.55M	0.3%	97
2021 Q3	–	Sell	-3,010	Closed	-$143K	–	415
2021 Q2	$143K	Sell	3,010 -3,282	-52%	-$150K	0.03%	510
2021 Q1	$282K	Sell	6,292 -369	-6%	-$15.5K	0.09%	241
2020 Q4	$248K	Buy	+6,661	New	+$266K	0.04%	464
2020 Q3	–	Sell	-10,764	Closed	-$401K	–	671
2020 Q2	$401K	Buy	+10,764	New	+$331K	0.14%	197

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 $3.38T AUM 44.17% 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

FORA Capital's BJ Position: Q2 2026 in Review

FORA Capital sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 4,117 shares — an estimated $405K sold.

FORA Capital first reported a position in BJ in Q2 2020 and held it in 11 quarters. The position peaked at $2.56M in Q3 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

FORA Capital reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
FORA Capital sold 4,117 BJs Wholesale Club shares in Q2 2026, an estimated $405K.
FORA Capital first reported a position in BJs Wholesale Club in Q2 2020 and held it in 11 quarters.
FORA Capital's BJs Wholesale Club position peaked at $2.56M in Q3 2025.
639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.