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

Merit 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	$877K	Buy	10,060 +4,080	+68%	+$373K	0.01%	1147
2026 Q1	$589K	Buy	5,980 +556	+10%	+$53.6K	﹤0.01%	1273
2025 Q4	$488K	Buy	5,424 +559	+11%	+$51.3K	﹤0.01%	1321
2025 Q3	$454K	Sell	4,865 -3,603	-43%	-$368K	﹤0.01%	1236
2025 Q2	$913K	Buy	8,468 +1,007	+13%	+$115K	0.01%	834
2025 Q1	$851K	Buy	7,461 +4,416	+145%	+$455K	0.01%	712
2024 Q4	$272K	Buy	+3,045	New	+$275K	﹤0.01%	965

Other funds holding BJ

RRAM

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Merit Financial Group increased its BJs Wholesale Club (BJ) stake by 68% in Q2 2026, buying an estimated $373K and bringing the position to 10,060 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #1147.

Merit Financial Group first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $913K in Q2 2025. 109 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Merit Financial Group held 10,060 shares of BJs Wholesale Club worth $877K as of Q2 2026.
Merit Financial Group bought 4,080 BJs Wholesale Club shares in Q2 2026, an estimated $373K.
BJs Wholesale Club made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1147 holding.
Merit Financial Group first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's BJs Wholesale Club position peaked at $913K in Q2 2025.
109 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.