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Index Fund Advisors’s BJs Wholesale Club BJ Stock Holding History

Index Fund 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
Q3 		– Sell
-2,717
Closed -$293K – 148
2025
Q2 		$293K Buy
+2,717
New +$310K 0.02% 119

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Index Fund Advisors's BJ Position: Q3 2025 in Review

Index Fund Advisors sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 2,717 shares — an estimated $293K sold.

Index Fund Advisors first reported a position in BJ in Q2 2025 and held it in 1 quarter. The position peaked at $293K in Q2 2025. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Index Fund Advisors reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Index Fund Advisors sold 2,717 BJs Wholesale Club shares in Q3 2025, an estimated $293K.
  • Index Fund Advisors first reported a position in BJs Wholesale Club in Q2 2025 and held it in 1 quarter.
  • Index Fund Advisors's BJs Wholesale Club position peaked at $293K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Index Fund Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.