RA
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Rise Advisors’s BJs Wholesale Club BJ Stock Holding History

Rise Advisors’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
Q4 		– Sell
-253
Closed -$23.6K – 262
2025
Q3 		$23.6K Hold
253
– – 0.01% 480
2025
Q2 		$27.3K Hold
253
– – 0.01% 383
2025
Q1 		$28.9K Sell
253
-87
-26% -$8.96K 0.01% 335
2024
Q4 		$30.4K Hold
340
– – 0.01% 385
2024
Q3 		$28K Hold
340
– – 0.01% 446
2024
Q2 		$29.9K Hold
340
– – 0.02% 376
2024
Q1 		$25.7K Buy
+340
New +$23.7K 0.01% 474
2023
Q2 		– Sell
-10
Closed -$761 – 692
2023
Q1 		$761 Buy
+10
New +$727 ﹤0.01% 687

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return