KIM
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Kestra Investment Management’s BJs Wholesale Club BJ Stock Holding History

Kestra Investment Management’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 		$457K Buy
4,646
+1,200
+35% +$116K 0.01% 300
2025
Q4 		$310K Buy
3,446
+225
+7% +$20.7K 0.01% 361
2025
Q3 		$300K Sell
3,221
-4,594
-59% -$470K 0.01% 355
2025
Q2 		$871K Buy
7,815
+3,252
+71% +$370K 0.01% 301
2025
Q1 		$521K Sell
4,563
-2,045
-31% -$211K 0.02% 262
2024
Q4 		$590K Buy
6,608
+1,416
+27% +$128K 0.02% 206
2024
Q3 		$428K Buy
+5,192
New +$439K 0.02% 222

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