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 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 $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

FORA Capital's BJ Position: Q1 2026 in Review

FORA Capital reduced its BJs Wholesale Club (BJ) stake by 82% in Q1 2026, selling an estimated $1.77M and leaving 4,117 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #330.

FORA Capital first reported a position in BJ in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.56M in Q3 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

FORA Capital held 4,117 shares of BJs Wholesale Club worth $405K as of Q1 2026.
FORA Capital sold 18,309 BJs Wholesale Club shares in Q1 2026, an estimated $1.77M.
BJs Wholesale Club made up 0.03% of FORA Capital's portfolio in Q1 2026, its #330 holding.
FORA Capital first reported a position in BJs Wholesale Club in Q2 2020 and has held it in 11 quarters since.
FORA Capital's BJs Wholesale Club position peaked at $2.56M in Q3 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.