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Principal Securities’s BJs Wholesale Club BJ Stock Holding History

Principal Securities’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 		$364K Buy
4,177
+343
+9% +$31.4K ﹤0.01% 1239
2026
Q1 		$377K Buy
3,834
+432
+13% +$41.7K 0.01% 1106
2025
Q4 		$306K Sell
3,402
-596
-15% -$54.7K ﹤0.01% 1137
2025
Q3 		$373K Sell
3,998
-671
-14% -$68.6K 0.01% 1026
2025
Q2 		$503K Buy
4,669
+459
+11% +$52.3K 0.01% 854
2025
Q1 		$376K Hold
4,210
– – 0.01% 880
2024
Q4 		$376K Buy
4,210
+910
+28% +$82.3K 0.01% 876
2024
Q3 		$272K Buy
3,300
+1,250
+61% +$106K 0.01% 976
2024
Q2 		$180K Sell
2,050
-166
-7% -$13.4K 0.01% 1075
2024
Q1 		$168K Buy
2,216
+67
+3% +$4.67K 0.01% 1086
2023
Q4 		$143K Buy
+2,149
New +$145K 0.01% 1052

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

Principal Securities's BJ Position: Q2 2026 in Review

Principal Securities increased its BJs Wholesale Club (BJ) stake by 8.9% in Q2 2026, buying an estimated $31.4K and bringing the position to 4,177 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Principal Securities first reported a position in BJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $503K in Q2 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Principal Securities held 4,177 shares of BJs Wholesale Club worth $364K as of Q2 2026.
  • Principal Securities bought 343 BJs Wholesale Club shares in Q2 2026, an estimated $31.4K.
  • BJs Wholesale Club made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1239 holding.
  • Principal Securities first reported a position in BJs Wholesale Club in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's BJs Wholesale Club position peaked at $503K in Q2 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.