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Key Financial Inc’s BJs Wholesale Club BJ Stock Holding History

Key Financial Inc’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 		– Sell
-3
Closed -$270 – 1401
2025
Q4 		$270 Hold
3
– – ﹤0.01% 1364
2025
Q3 		$272 Buy
+3
New +$307 ﹤0.01% 1382

Other funds holding BJ

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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 $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Financial Inc's BJ Position: Q1 2026 in Review

Key Financial Inc sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 3 shares — an estimated $270 sold.

Key Financial Inc first reported a position in BJ in Q3 2025 and held it in 2 quarters. The position peaked at $272 in Q3 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Key Financial Inc reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 3 BJs Wholesale Club shares in Q1 2026, an estimated $270.
  • Key Financial Inc first reported a position in BJs Wholesale Club in Q3 2025 and held it in 2 quarters.
  • Key Financial Inc's BJs Wholesale Club position peaked at $272 in Q3 2025.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.