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
Q2 		$4.83M Buy
54,408
+1,960
+4% +$179K ﹤0.01% 1207
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's BJ Position: Q2 2026 in Review

Jones Financial Companies increased its BJs Wholesale Club (BJ) stake by 3.7% in Q2 2026, buying an estimated $179K and bringing the position to 54,408 shares worth $4.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Jones Financial Companies first reported a position in BJ in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.22M in Q1 2026. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Jones Financial Companies held 54,408 shares of BJs Wholesale Club worth $4.83M as of Q2 2026.
  • Jones Financial Companies bought 1,960 BJs Wholesale Club shares in Q2 2026, an estimated $179K.
  • BJs Wholesale Club made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1207 holding.
  • Jones Financial Companies first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 11 quarters since.
  • Jones Financial Companies's BJs Wholesale Club position peaked at $5.22M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.