Kovack Advisors’s BJs Wholesale Club BJ Stock Holding History

Kovack 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 Q1	–	Sell	-11,141	Closed	-$1M	–	1020
2025 Q4	$1M	Buy	+11,141	New	+$1.02M	0.05%	374

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovack Advisors's BJ Position: Q1 2026 in Review

Kovack Advisors sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 11,141 shares — an estimated $1M sold.

Kovack Advisors first reported a position in BJ in Q4 2025 and held it in 1 quarter. The position peaked at $1M in Q4 2025. 626 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Kovack Advisors reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 11,141 BJs Wholesale Club shares in Q1 2026, an estimated $1M.
Kovack Advisors first reported a position in BJs Wholesale Club in Q4 2025 and held it in 1 quarter.
Kovack Advisors's BJs Wholesale Club position peaked at $1M in Q4 2025.
626 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.