FCA
BJ icon

Fortis Capital Advisors’s BJs Wholesale Club BJ Stock Holding History

Fortis Capital Advisors’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 		$1.37M Buy
13,891
+3,688
+36% +$356K 0.18% 93
2025
Q4 		$919K Buy
+10,203
New +$937K 0.14% 134
2025
Q3 		– Sell
-9,253
Closed -$998K – 286
2025
Q2 		$998K Sell
9,253
-850
-8% -$96.8K 0.18% 87
2025
Q1 		$1.15M Buy
+10,103
New +$1.04M 0.23% 73
2024
Q4 		– Sell
-4,749
Closed -$392K – 175
2024
Q3 		$392K Buy
+4,749
New +$402K 0.13% 122
2024
Q2 		– Sell
-2,681
Closed -$203K – 163
2024
Q1 		$203K Buy
+2,681
New +$187K 0.09% 155
2023
Q1 		– Sell
-688
Closed -$45.5K – 668
2022
Q4 		$45.5K Buy
+688
New +$49.8K 0.03% 305

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return