GFWA
BJ icon

Grey Fox Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-133
Closed -$12.4K – 179
2025
Q3 		$12.4K Buy
+133
New +$13.6K ﹤0.01% 384

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Grey Fox Wealth Advisors's BJ Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 133 shares — an estimated $12.4K sold.

Grey Fox Wealth Advisors first reported a position in BJ in Q3 2025 and held it in 1 quarter. The position peaked at $12.4K in Q3 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 133 BJs Wholesale Club shares in Q4 2025, an estimated $12.4K.
  • Grey Fox Wealth Advisors first reported a position in BJs Wholesale Club in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's BJs Wholesale Club position peaked at $12.4K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.