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Rothschild Investment LLC’s BJs Wholesale Club BJ Stock Holding History

Rothschild Investment LLC’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 		$1.06M Buy
12,209
+11,269
+1,199% +$1.03M 0.04% 396
2026
Q1 		$92.5K Buy
940
+895
+1,989% +$86.3K ﹤0.01% 910
2025
Q4 		$4.07K Buy
45
+39
+650% +$3.58K ﹤0.01% 1996
2025
Q3 		$560 Buy
+6
New +$613 ﹤0.01% 2795

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Rothschild Investment LLC's BJ Position: Q2 2026 in Review

Rothschild Investment LLC increased its BJs Wholesale Club (BJ) stake by 1,199% in Q2 2026, buying an estimated $1.03M and bringing the position to 12,209 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #396.

Rothschild Investment LLC first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Rothschild Investment LLC held 12,209 shares of BJs Wholesale Club worth $1.06M as of Q2 2026.
  • Rothschild Investment LLC bought 11,269 BJs Wholesale Club shares in Q2 2026, an estimated $1.03M.
  • BJs Wholesale Club made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #396 holding.
  • Rothschild Investment LLC first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.