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Mather Group’s BJs Wholesale Club BJ Stock Holding History

Mather 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
Q1 		$150K Buy
+1,519
New +$147K ﹤0.01% 797
2025
Q4 		– Sell
-1,577
Closed -$147K – 762
2025
Q3 		$147K Buy
+1,577
New +$161K ﹤0.01% 689
2025
Q2 		– Sell
-1,790
Closed -$204K – 733
2025
Q1 		$204K Buy
1,790
+9
+0.5% +$927 ﹤0.01% 585
2024
Q4 		$159K Buy
1,781
+70
+4% +$6.33K ﹤0.01% 634
2024
Q3 		$141K Sell
1,711
-544
-24% -$46K ﹤0.01% 667
2024
Q2 		$171K Sell
2,255
-5
-0.2% -$405 ﹤0.01% 653
2024
Q1 		$151K Buy
+2,260
New +$158K ﹤0.01% 600
2022
Q2 		– Sell
-3,429
Closed -$232K – 386
2022
Q1 		$232K Sell
3,429
-110
-3% -$6.91K ﹤0.01% 396
2021
Q4 		$237K Buy
+3,539
New +$221K ﹤0.01% 343

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
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 $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return