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Pine Valley Investments’s BJs Wholesale Club BJ Stock Holding History

Pine Valley Investments’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
Q3 		– Sell
-2,150
Closed -$232K – 569
2025
Q2 		$232K Buy
2,150
+20
+0.9% +$2.28K 0.01% 485
2025
Q1 		$243K Buy
+2,130
New +$219K 0.01% 460
2024
Q4 		– Sell
-2,574
Closed -$212K – 522
2024
Q3 		$212K Sell
2,574
-84
-3% -$7.11K 0.01% 473
2024
Q2 		$233K Sell
2,658
-283
-10% -$22.9K 0.02% 437
2024
Q1 		$222K Sell
2,941
-1,762
-37% -$123K 0.01% 455
2023
Q4 		$314K Sell
4,703
-2,609
-36% -$177K 0.02% 377
2023
Q3 		$522K Buy
+7,312
New +$492K 0.05% 279

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Pine Valley Investments's BJ Position: Q3 2025 in Review

Pine Valley Investments sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 2,150 shares — an estimated $232K sold.

Pine Valley Investments first reported a position in BJ in Q3 2023 and held it in 7 quarters. The position peaked at $522K in Q3 2023. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Pine Valley Investments reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Pine Valley Investments sold 2,150 BJs Wholesale Club shares in Q3 2025, an estimated $232K.
  • Pine Valley Investments first reported a position in BJs Wholesale Club in Q3 2023 and held it in 7 quarters.
  • Pine Valley Investments's BJs Wholesale Club position peaked at $522K in Q3 2023.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Pine Valley Investments's 13F filing for Q3 2025, filed 17 Feb 2026.