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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
Q2 		– Sell
-4,646
Closed -$457K – 522
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
-31
-1% -$3.17K 0.01% 355
2025
Q2 		$351K Sell
3,252
-1,311
-29% -$149K 0.01% 340
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

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 $3.37T AUM 44.26% 1-Year Est. Return
RRAM
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

Kestra Investment Management's BJ Position: Q2 2026 in Review

Kestra Investment Management sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 4,646 shares — an estimated $457K sold.

Kestra Investment Management first reported a position in BJ in Q3 2024 and held it in 7 quarters. The position peaked at $590K in Q4 2024. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Kestra Investment Management reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 4,646 BJs Wholesale Club shares in Q2 2026, an estimated $457K.
  • Kestra Investment Management first reported a position in BJs Wholesale Club in Q3 2024 and held it in 7 quarters.
  • Kestra Investment Management's BJs Wholesale Club position peaked at $590K in Q4 2024.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.