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Greenleaf Trust’s BJs Wholesale Club BJ Stock Holding History

Greenleaf Trust’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 		$267K Sell
3,057
-169
-5% -$15.5K ﹤0.01% 737
2026
Q1 		$318K Buy
3,226
+49
+2% +$4.73K ﹤0.01% 633
2025
Q4 		$286K Buy
3,177
+782
+33% +$71.8K ﹤0.01% 679
2025
Q3 		$223K Sell
2,395
-74
-3% -$7.56K ﹤0.01% 744
2025
Q2 		$266K Buy
2,469
+19
+0.8% +$2.17K ﹤0.01% 674
2025
Q1 		$280K Buy
2,450
+101
+4% +$10.4K ﹤0.01% 668
2024
Q4 		$210K Buy
+2,349
New +$212K ﹤0.01% 769

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 $3.37T AUM 44.26% 1-Year Est. Return
RRAM
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

Greenleaf Trust's BJ Position: Q2 2026 in Review

Greenleaf Trust reduced its BJs Wholesale Club (BJ) stake by 5.2% in Q2 2026, selling an estimated $15.5K and leaving 3,057 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Greenleaf Trust first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Greenleaf Trust held 3,057 shares of BJs Wholesale Club worth $267K as of Q2 2026.
  • Greenleaf Trust sold 169 BJs Wholesale Club shares in Q2 2026, an estimated $15.5K.
  • BJs Wholesale Club made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #737 holding.
  • Greenleaf Trust first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • Greenleaf Trust's BJs Wholesale Club position peaked at $318K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.