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Roxbury Financial’s BJs Wholesale Club BJ Stock Holding History

Roxbury Financial’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 		$24.4K Hold
280
– – 0.02% 249
2026
Q1 		$27.6K Sell
280
-20
-7% -$1.93K 0.02% 233
2025
Q4 		$27K Hold
300
– – 0.02% 231
2025
Q3 		$28K Buy
+300
New +$30.7K 0.03% 225

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Roxbury Financial's BJ Position: Q2 2026 in Review

Roxbury Financial held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 280 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #249.

Roxbury Financial first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $28K in Q3 2025. 141 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Roxbury Financial held 280 shares of BJs Wholesale Club worth $24.4K as of Q2 2026.
  • Roxbury Financial left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #249 holding.
  • Roxbury Financial first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
  • Roxbury Financial's BJs Wholesale Club position peaked at $28K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.