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 Q2	$133K	Hold	1,519	–	–	﹤0.01%	867
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

RRAM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mather Group's BJ Position: Q2 2026 in Review

Mather Group held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 1,519 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Mather Group first reported a position in BJ in Q4 2021 and has held it in 10 quarters since. The position peaked at $237K in Q4 2021. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Mather Group held 1,519 shares of BJs Wholesale Club worth $133K as of Q2 2026.
Mather Group left its BJs Wholesale Club share count unchanged in Q2 2026.
BJs Wholesale Club made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #867 holding.
Mather Group first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 10 quarters since.
Mather Group's BJs Wholesale Club position peaked at $237K in Q4 2021.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.