Private Advisor Group’s BJs Wholesale Club BJ Stock Holding History

Private Advisor 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 Q1	$669K	Sell	6,796 -462	-6%	-$44.6K	﹤0.01%	1687
2025 Q4	$653K	Sell	7,258 -1,157	-14%	-$106K	﹤0.01%	1677
2025 Q3	$785K	Buy	8,415 +2,964	+54%	+$303K	﹤0.01%	1513
2025 Q2	$588K	Buy	5,451 +2,509	+85%	+$286K	﹤0.01%	1599
2025 Q1	$336K	Buy	2,942 +56	+2%	+$5.77K	﹤0.01%	1810
2024 Q4	$258K	Sell	2,886 -3,416	-54%	-$309K	﹤0.01%	1946
2024 Q3	$520K	Buy	6,302 +662	+12%	+$56K	﹤0.01%	1587
2024 Q2	$495K	Buy	5,640 +207	+4%	+$16.8K	﹤0.01%	1565
2024 Q1	$411K	Buy	5,433 +13	+0.2%	+$906	﹤0.01%	1640
2023 Q4	$361K	Buy	5,420 +1,272	+31%	+$86.1K	﹤0.01%	1669
2023 Q3	$296K	Sell	4,148 -79	-2%	-$5.32K	﹤0.01%	1636
2023 Q2	$266K	Buy	+4,227	New	+$292K	﹤0.01%	1698

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Private Advisor Group's BJ Position: Q1 2026 in Review

Private Advisor Group reduced its BJs Wholesale Club (BJ) stake by 6.4% in Q1 2026, selling an estimated $44.6K and leaving 6,796 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Private Advisor Group first reported a position in BJ in Q2 2023 and has held it in 12 quarters since. The position peaked at $785K in Q3 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Private Advisor Group held 6,796 shares of BJs Wholesale Club worth $669K as of Q1 2026.
Private Advisor Group sold 462 BJs Wholesale Club shares in Q1 2026, an estimated $44.6K.
BJs Wholesale Club made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1687 holding.
Private Advisor Group first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 12 quarters since.
Private Advisor Group's BJs Wholesale Club position peaked at $785K in Q3 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.