Mirabella Financial Services’s BJs Wholesale Club BJ Stock Holding History

Mirabella Financial Services’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	-21,167	Closed	-$1.97M	–	679
2025 Q3	$1.97M	Buy	21,167 +12,970	+158%	+$1.33M	0.17%	129
2025 Q2	$888K	Sell	8,197 -28,097	-77%	-$3.2M	0.09%	148
2025 Q1	$4.15M	Buy	36,294 +15,752	+77%	+$1.62M	0.17%	88
2024 Q4	$1.83M	Buy	+20,542	New	+$1.86M	0.17%	110
2023 Q1	–	Sell	-6,940	Closed	-$459K	–	407
2022 Q4	$459K	Buy	6,940 +2,701	+64%	+$196K	0.04%	210
2022 Q3	$316K	Buy	+4,239	New	+$304K	0.03%	215

Other funds holding BJ

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Mirabella Financial Services's BJ Position: Q4 2025 in Review

Mirabella Financial Services sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 21,167 shares — an estimated $1.97M sold.

Mirabella Financial Services first reported a position in BJ in Q3 2022 and held it in 6 quarters. The position peaked at $4.15M in Q1 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

Mirabella Financial Services reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
Mirabella Financial Services sold 21,167 BJs Wholesale Club shares in Q4 2025, an estimated $1.97M.
Mirabella Financial Services first reported a position in BJs Wholesale Club in Q3 2022 and held it in 6 quarters.
Mirabella Financial Services's BJs Wholesale Club position peaked at $4.15M in Q1 2025.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Mirabella Financial Services's 13F filing for Q4 2025, filed 17 Feb 2026.