Root Financial Partners
BJ icon

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
Q3 		$137K Buy
+1,487
New +$138K ﹤0.01% 588
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Root Financial Partners's BJ Position: Q3 2026 in Review

Root Financial Partners opened a new position in BJs Wholesale Club (BJ) in Q3 2026: 1,487 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BJ as recently as Q1 2026.

Root Financial Partners first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Root Financial Partners held 1,487 shares of BJs Wholesale Club worth $137K as of Q3 2026.
  • BJs Wholesale Club was a new Root Financial Partners position in Q3 2026.
  • BJs Wholesale Club made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #588 holding.
  • Root Financial Partners first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.