Golden State Equity Partners’s BJs Wholesale Club BJ Stock Holding History

Golden State Equity Partners’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	-2,870	Closed	-$282K	–	486
2026 Q1	$282K	Buy	2,870 +275	+11%	+$26.5K	0.02%	591
2025 Q4	$234K	Buy	2,595 +170	+7%	+$15.6K	0.04%	451
2025 Q3	$226K	Buy	2,425 +79	+3%	+$8.07K	0.04%	405
2025 Q2	$253K	Sell	2,346 -193	-8%	-$22K	0.05%	370
2025 Q1	$290K	Buy	2,539 +242	+11%	+$24.9K	0.06%	344
2024 Q4	$205K	Buy	2,297 +645	+39%	+$58.3K	0.04%	413
2024 Q3	$136K	Buy	+1,652	New	+$140K	0.07%	238
2023 Q2	–	Sell	-3,939	Closed	-$300K	–	384
2023 Q1	$300K	Buy	+3,939	New	+$286K	0.16%	147

Other funds holding BJ

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Golden State Equity Partners's BJ Position: Q2 2026 in Review

Golden State Equity Partners sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,870 shares — an estimated $282K sold.

Golden State Equity Partners first reported a position in BJ in Q1 2023 and held it in 8 quarters. The position peaked at $300K in Q1 2023. 287 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Golden State Equity Partners reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 2,870 BJs Wholesale Club shares in Q2 2026, an estimated $282K.
Golden State Equity Partners first reported a position in BJs Wholesale Club in Q1 2023 and held it in 8 quarters.
Golden State Equity Partners's BJs Wholesale Club position peaked at $300K in Q1 2023.
287 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.