Jones Financial Companies
BJ icon

Jones Financial Companies’s BJs Wholesale Club BJ Stock Holding History

Jones Financial Companies’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
Q1 		$5.22M Buy
52,448
+45,046
+609% +$4.35M ﹤0.01% 1055
2025
Q4 		$666K Sell
7,402
-2,142
-22% -$197K ﹤0.01% 1393
2025
Q3 		$889K Buy
9,544
+221
+2% +$22.6K ﹤0.01% 1180
2025
Q2 		$1.06M Buy
9,323
+1,864
+25% +$212K ﹤0.01% 986
2025
Q1 		$835K Buy
7,459
+4,432
+146% +$456K ﹤0.01% 931
2024
Q4 		$270K Buy
3,027
+2,363
+356% +$214K ﹤0.01% 1218
2024
Q3 		$54.5K Buy
664
+114
+21% +$9.64K ﹤0.01% 1606
2024
Q2 		$48.3K Buy
+550
New +$44.5K ﹤0.01% 1263
2022
Q3 		– Sell
-31
Closed -$2K – 551
2022
Q2 		$2K Buy
+31
New +$1.95K ﹤0.01% 589
2021
Q1 		– Sell
-32
Closed -$1K – 784
2020
Q4 		$1K Buy
+32
New +$1.28K ﹤0.01% 641

Other funds holding BJ

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return