Johnson Financial Group Inc (Wisconsin)’s BJs Wholesale Club BJ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-25	Closed	-$2.46K	–	832
2026 Q1	$2.46K	Hold	25	–	–	﹤0.01%	764
2025 Q4	$2.25K	Hold	25	–	–	﹤0.01%	800
2025 Q3	$2.33K	Buy	+25	New	+$2.56K	﹤0.01%	917
2025 Q2	–	Sell	-1,429	Closed	-$163K	–	731
2025 Q1	$163K	Buy	+1,429	New	+$147K	0.01%	389
2024 Q3	–	Sell	-24	Closed	-$2.11K	–	929
2024 Q2	$2.11K	Buy	+24	New	+$1.94K	﹤0.01%	660
2024 Q1	–	Sell	-2,652	Closed	-$177K	–	797
2023 Q4	$177K	Buy	2,652 +304	+13%	+$20.6K	0.01%	306
2023 Q3	$168K	Hold	2,348	–	–	0.01%	261
2023 Q2	$148K	Sell	2,348 -2,997	-56%	-$207K	0.01%	293
2023 Q1	$407K	Buy	+5,345	New	+$388K	0.03%	208

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BJ Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 25 shares — an estimated $2.46K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BJ in Q1 2023 and held it in 9 quarters. The position peaked at $407K in Q1 2023. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 25 BJs Wholesale Club shares in Q2 2026, an estimated $2.46K.
Johnson Financial Group Inc (Wisconsin) first reported a position in BJs Wholesale Club in Q1 2023 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s BJs Wholesale Club position peaked at $407K in Q1 2023.
639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.