Kestra Private Wealth Services’s BJs Wholesale Club BJ Stock Holding History

Kestra Private Wealth Services’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	$464K	Buy	5,323 +341	+7%	+$31.2K	0.01%	1276
2026 Q1	$490K	Buy	4,982 +196	+4%	+$18.9K	0.01%	1220
2025 Q4	$431K	Buy	4,786 +80	+2%	+$7.34K	0.01%	1251
2025 Q3	$439K	Sell	4,706 -2,840	-38%	-$290K	0.01%	1165
2025 Q2	$814K	Sell	7,546 -907	-11%	-$103K	0.01%	824
2025 Q1	$964K	Buy	8,453 +5,691	+206%	+$586K	0.02%	695
2024 Q4	$247K	Buy	2,762 +41	+2%	+$3.71K	﹤0.01%	1213
2024 Q3	$224K	Buy	+2,721	New	+$230K	﹤0.01%	1218

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

Kestra Private Wealth Services's BJ Position: Q2 2026 in Review

Kestra Private Wealth Services increased its BJs Wholesale Club (BJ) stake by 6.8% in Q2 2026, buying an estimated $31.2K and bringing the position to 5,323 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1276.

Kestra Private Wealth Services first reported a position in BJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $964K in Q1 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Kestra Private Wealth Services held 5,323 shares of BJs Wholesale Club worth $464K as of Q2 2026.
Kestra Private Wealth Services bought 341 BJs Wholesale Club shares in Q2 2026, an estimated $31.2K.
BJs Wholesale Club made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1276 holding.
Kestra Private Wealth Services first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's BJs Wholesale Club position peaked at $964K in Q1 2025.
639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.