JFG
BJ icon

Jefferies Financial Group’s BJs Wholesale Club BJ Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-2,406
Closed -$275K – 1319
2025
Q1 		$275K Buy
+2,406
New +$248K ﹤0.01% 1273
2023
Q4 		– Sell
-3,040
Closed -$217K – 1705
2023
Q3 		$217K Buy
+3,040
New +$205K ﹤0.01% 1326
2023
Q2 		– Sell
-10,183
Closed -$775K – 1684
2023
Q1 		$775K Buy
10,183
+6,416
+170% +$466K 0.01% 977
2022
Q4 		$249K Buy
+3,767
New +$273K ﹤0.01% 1240

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's BJ Position: Q2 2025 in Review

Jefferies Financial Group sold out of BJs Wholesale Club (BJ) in Q2 2025, closing a stake of 2,406 shares — an estimated $275K sold.

Jefferies Financial Group first reported a position in BJ in Q4 2022 and held it in 4 quarters. The position peaked at $775K in Q1 2023. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Jefferies Financial Group reported no remaining BJs Wholesale Club position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 2,406 BJs Wholesale Club shares in Q2 2025, an estimated $275K.
  • Jefferies Financial Group first reported a position in BJs Wholesale Club in Q4 2022 and held it in 4 quarters.
  • Jefferies Financial Group's BJs Wholesale Club position peaked at $775K in Q1 2023.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.