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Larson Financial Group’s BJs Wholesale Club BJ Stock Holding History

Larson Financial Group’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 		$3.31K Sell
38
-169
-82% -$15.5K ﹤0.01% 2934
2026
Q1 		$20.4K Buy
207
+30
+17% +$2.89K ﹤0.01% 1837
2025
Q4 		$15.9K Buy
177
+143
+421% +$13.1K ﹤0.01% 1843
2025
Q3 		$3.17K Sell
34
-26
-43% -$2.66K ﹤0.01% 2521
2025
Q2 		$6.47K Buy
60
+25
+71% +$2.85K ﹤0.01% 1986
2025
Q1 		$3.99K Buy
35
+31
+775% +$3.19K ﹤0.01% 1947
2024
Q4 		$357 Buy
4
+2
+100% +$181 ﹤0.01% 2289
2024
Q3 		$165 Buy
+2
New +$169 ﹤0.01% 2420

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

Larson Financial Group's BJ Position: Q2 2026 in Review

Larson Financial Group reduced its BJs Wholesale Club (BJ) stake by 82% in Q2 2026, selling an estimated $15.5K and leaving 38 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

Larson Financial Group first reported a position in BJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.4K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Larson Financial Group held 38 shares of BJs Wholesale Club worth $3.31K as of Q2 2026.
  • Larson Financial Group sold 169 BJs Wholesale Club shares in Q2 2026, an estimated $15.5K.
  • BJs Wholesale Club made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2934 holding.
  • Larson Financial Group first reported a position in BJs Wholesale Club in Q3 2024 and has held it in 8 quarters since.
  • Larson Financial Group's BJs Wholesale Club position peaked at $20.4K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.