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 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 New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return