Mackenzie Financial
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Mackenzie Financial’s BJs Wholesale Club BJ Stock Holding History

Mackenzie Financial’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
2025
Q4 		– Sell
-102,015
Closed -$9.51M – 1689
2025
Q3 		$9.51M Sell
102,015
-7,700
-7% -$787K 0.01% 508
2025
Q2 		$11.8M Buy
109,715
+8,263
+8% +$941K 0.02% 452
2025
Q1 		$11.6M Buy
101,452
+88
+0.1% +$9.06K 0.02% 434
2024
Q4 		$9.06M Sell
101,364
-4,643
-4% -$420K 0.01% 484
2024
Q3 		$8.74M Sell
106,007
-2,621
-2% -$222K 0.01% 464
2024
Q2 		$9.54M Sell
108,628
-142
-0.1% -$11.5K 0.01% 442
2024
Q1 		$8.23M Sell
108,770
-6,554
-6% -$457K 0.01% 477
2023
Q4 		$7.69M Hold
115,324
– – 0.01% 472
2023
Q3 		$7.97M Sell
115,324
-10,800
-9% -$727K 0.01% 463
2023
Q2 		$7.93M Buy
126,124
+24,660
+24% +$1.71M 0.01% 486
2023
Q1 		$7.72M Sell
101,464
-88,909
-47% -$6.46M 0.01% 479
2022
Q4 		$12.6M Sell
190,373
-37,868
-17% -$2.74M 0.02% 370
2022
Q3 		$16.6M Sell
228,241
-8,239
-3% -$591K 0.03% 339
2022
Q2 		$14.7M Sell
236,480
-21,879
-8% -$1.38M 0.02% 381
2022
Q1 		$17.5M Sell
258,359
-192,680
-43% -$12.1M 0.02% 387
2021
Q4 		$30.2M Sell
451,039
-131,003
-23% -$8.18M 0.04% 294
2021
Q3 		$32M Sell
582,042
-28,103
-5% -$1.5M 0.05% 280
2021
Q2 		$29M Buy
610,145
+167,506
+38% +$7.67M 0.04% 284
2021
Q1 		$19.9M Buy
442,639
+140,936
+47% +$5.91M 0.03% 319
2020
Q4 		$11.2M Sell
301,703
-25,820
-8% -$1.03M 0.02% 333
2020
Q3 		$13.6M Buy
327,523
+33,770
+11% +$1.4M 0.03% 263
2020
Q2 		$10.9M Buy
293,753
+36,250
+14% +$1.11M 0.03% 289
2020
Q1 		$6.56M Buy
257,503
+53,374
+26% +$1.2M 0.02% 314
2019
Q4 		$4.64M Buy
204,129
+18,800
+10% +$465K 0.01% 456
2019
Q3 		$4.79M Buy
185,329
+10,200
+6% +$254K 0.01% 456
2019
Q2 		$4.62M Buy
175,129
+18,200
+12% +$484K 0.01% 458
2019
Q1 		$4.3M Buy
156,929
+55,129
+54% +$1.41M 0.01% 572
2018
Q4 		$2.26M Buy
+101,800
New +$2.34M 0.01% 687

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Mackenzie Financial's BJ Position: Q4 2025 in Review

Mackenzie Financial sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 102,015 shares — an estimated $9.51M sold.

Mackenzie Financial first reported a position in BJ in Q4 2018 and held it in 28 quarters. The position peaked at $32M in Q3 2021. 624 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

  • Mackenzie Financial reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 102,015 BJs Wholesale Club shares in Q4 2025, an estimated $9.51M.
  • Mackenzie Financial first reported a position in BJs Wholesale Club in Q4 2018 and held it in 28 quarters.
  • Mackenzie Financial's BJs Wholesale Club position peaked at $32M in Q3 2021.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.