MBL Wealth
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MBL Wealth’s BJs Wholesale Club BJ Stock Holding History

MBL Wealth’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
Q3 		$255K Buy
+2,774
New +$257K 0.02% 519

Other funds holding BJ

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

MBL Wealth's BJ Position: Q3 2026 in Review

MBL Wealth opened a new position in BJs Wholesale Club (BJ) in Q3 2026: 2,774 shares worth $255K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings.

490 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • MBL Wealth held 2,774 shares of BJs Wholesale Club worth $255K as of Q3 2026.
  • BJs Wholesale Club was a new MBL Wealth position in Q3 2026.
  • BJs Wholesale Club made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #519 holding.
  • 490 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.