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Kingswood Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Kingswood Wealth Advisors’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
-2,053
Closed -$202K – 1007
2026
Q1 		$202K Buy
+2,053
New +$198K 0.01% 884
2025
Q2 		– Sell
-2,029
Closed -$232K – 751
2025
Q1 		$232K Buy
+2,029
New +$209K 0.02% 633

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

Kingswood Wealth Advisors's BJ Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,053 shares — an estimated $202K sold.

Kingswood Wealth Advisors first reported a position in BJ in Q1 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,053 BJs Wholesale Club shares in Q2 2026, an estimated $202K.
  • Kingswood Wealth Advisors first reported a position in BJs Wholesale Club in Q1 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's BJs Wholesale Club position peaked at $232K in Q1 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.