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Roman Butler Fullerton & Co’s BJs Wholesale Club BJ Stock Holding History

Roman Butler Fullerton & Co’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
Q2 		– Sell
-1,748
Closed -$208K – 245
2025
Q1 		$208K Buy
+1,748
New +$180K 0.08% 211

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roman Butler Fullerton & Co's BJ Position: Q2 2025 in Review

Roman Butler Fullerton & Co sold out of BJs Wholesale Club (BJ) in Q2 2025, closing a stake of 1,748 shares — an estimated $208K sold.

Roman Butler Fullerton & Co first reported a position in BJ in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Roman Butler Fullerton & Co reported no remaining BJs Wholesale Club position as of Q2 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 1,748 BJs Wholesale Club shares in Q2 2025, an estimated $208K.
  • Roman Butler Fullerton & Co first reported a position in BJs Wholesale Club in Q1 2025 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's BJs Wholesale Club position peaked at $208K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2025, filed 30 Jul 2025.