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Newbridge Financial Services Group’s BJs Wholesale Club BJ Stock Holding History

Newbridge Financial Services 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 		– Sell
-100
Closed -$9.84K – 1234
2026
Q1 		$9.84K Hold
100
– – ﹤0.01% 798
2025
Q4 		$9K Hold
100
– – ﹤0.01% 797
2025
Q3 		$9.32K Hold
100
– – ﹤0.01% 909
2025
Q2 		$10.8K Sell
100
-50
-33% -$5.7K ﹤0.01% 865
2025
Q1 		$17.1K Hold
150
– – ﹤0.01% 580
2024
Q4 		$13.4K Hold
150
– – ﹤0.01% 684
2024
Q3 		$12.4K Buy
+150
New +$12.7K ﹤0.01% 414

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's BJ Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 100 shares — an estimated $9.84K sold.

Newbridge Financial Services Group first reported a position in BJ in Q3 2024 and held it in 7 quarters. The position peaked at $17.1K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 BJs Wholesale Club shares in Q2 2026, an estimated $9.84K.
  • Newbridge Financial Services Group first reported a position in BJs Wholesale Club in Q3 2024 and held it in 7 quarters.
  • Newbridge Financial Services Group's BJs Wholesale Club position peaked at $17.1K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.