BPI
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BFC Planning, Inc.’s BJs Wholesale Club BJ Stock Holding History

BFC Planning, Inc.’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 		$2.7K Sell
31
-36
-54% -$3.3K ﹤0.01% 2904
2026
Q1 		$6.59K Hold
67
– – ﹤0.01% 2201
2025
Q4 		$6.03K Sell
67
-34
-34% -$3.12K ﹤0.01% 2281
2025
Q3 		$9.42K Sell
101
-193
-66% -$19.7K ﹤0.01% 1953
2025
Q2 		$31.7K Buy
294
+227
+339% +$25.9K ﹤0.01% 1311
2025
Q1 		$7.64K Hold
67
– – ﹤0.01% 1874
2024
Q4 		$5.99K Buy
+67
New +$6.06K ﹤0.01% 1958

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 $3.38T AUM 44.17% 1-Year Est. Return
River Road Asset Management
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

BFC Planning, Inc.'s BJ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its BJs Wholesale Club (BJ) stake by 54% in Q2 2026, selling an estimated $3.3K and leaving 31 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

BFC Planning, Inc. first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q2 2025. 643 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • BFC Planning, Inc. held 31 shares of BJs Wholesale Club worth $2.7K as of Q2 2026.
  • BFC Planning, Inc. sold 36 BJs Wholesale Club shares in Q2 2026, an estimated $3.3K.
  • BJs Wholesale Club made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2904 holding.
  • BFC Planning, Inc. first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s BJs Wholesale Club position peaked at $31.7K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.