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Oak Thistle LLC’s BJs Wholesale Club BJ Stock Holding History

Oak Thistle LLC’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 		– Sell
-39,824
Closed -$3.47M – 495
2026
Q2 		$3.47M Buy
+39,824
New +$3.65M 0.34% 81
2026
Q1 		– Sell
-10,370
Closed -$934K – 479
2025
Q4 		$934K Sell
10,370
-21,082
-67% -$1.94M 0.13% 333
2025
Q3 		$2.93M Buy
+31,452
New +$3.22M 0.45% 41

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Avity Investment Management
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Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Oak Thistle LLC's BJ Position: Q3 2026 in Review

Oak Thistle LLC sold out of BJs Wholesale Club (BJ) in Q3 2026, closing a stake of 39,824 shares — an estimated $3.47M sold.

Oak Thistle LLC first reported a position in BJ in Q3 2025 and held it in 3 quarters. The position peaked at $3.47M in Q2 2026. 100 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Oak Thistle LLC reported no remaining BJs Wholesale Club position as of Q3 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 39,824 BJs Wholesale Club shares in Q3 2026, an estimated $3.47M.
  • Oak Thistle LLC first reported a position in BJs Wholesale Club in Q3 2025 and held it in 3 quarters.
  • Oak Thistle LLC's BJs Wholesale Club position peaked at $3.47M in Q2 2026.
  • 100 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.