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Root Financial Partners’s BJs Wholesale Club BJ Stock Holding History

Root Financial Partners’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 		– Sell
-454
Closed -$44.7K – 754
2026
Q1 		$44.7K Buy
454
+70
+18% +$6.75K ﹤0.01% 921
2025
Q4 		$34.6K Buy
384
+77
+25% +$7.07K ﹤0.01% 873
2025
Q3 		$28.6K Buy
+307
New +$31.4K ﹤0.01% 921

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Root Financial Partners's BJ Position: Q2 2026 in Review

Root Financial Partners sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 454 shares — an estimated $44.7K sold.

Root Financial Partners first reported a position in BJ in Q3 2025 and held it in 3 quarters. The position peaked at $44.7K in Q1 2026. 194 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Root Financial Partners reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 454 BJs Wholesale Club shares in Q2 2026, an estimated $44.7K.
  • Root Financial Partners first reported a position in BJs Wholesale Club in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BJs Wholesale Club position peaked at $44.7K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.