Halbert Hargrove Global Advisors’s BJs Wholesale Club BJ Stock Holding History

Halbert Hargrove Global 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 Q3	$2.12K	Sell	23 -1	-4%	-$93	﹤0.01%	331
2026 Q2	$2.11K	Buy	24 +1	+4%	+$92	﹤0.01%	383
2026 Q1	$2.26K	Hold	23	–	–	﹤0.01%	342
2025 Q4	$2.07K	Hold	23	–	–	﹤0.01%	340
2025 Q3	$2.14K	Hold	23	–	–	﹤0.01%	551
2025 Q2	$2.48K	Sell	23 -1	-4%	-$114	﹤0.01%	285
2025 Q1	$2.74K	Buy	24 +1	+4%	+$103	﹤0.01%	365
2024 Q4	$2.06K	Buy	+23	New	+$2.08K	﹤0.01%	279

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's BJ Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its BJs Wholesale Club (BJ) stake by 4.2% in Q3 2026, selling an estimated $93 and leaving 23 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Halbert Hargrove Global Advisors first reported a position in BJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.74K in Q1 2025. 128 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

Halbert Hargrove Global Advisors held 23 shares of BJs Wholesale Club worth $2.12K as of Q3 2026.
Halbert Hargrove Global Advisors sold 1 BJs Wholesale Club share in Q3 2026, an estimated $93.
BJs Wholesale Club made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #331 holding.
Halbert Hargrove Global Advisors first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's BJs Wholesale Club position peaked at $2.74K in Q1 2025.
128 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.