Roxbury Financial
BJ icon

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
Q3 		$25.8K Hold
280
– – 0.02% 263
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

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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

Roxbury Financial's BJ Position: Q3 2026 in Review

Roxbury Financial held its BJs Wholesale Club (BJ) position steady in Q3 2026 at 280 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #263.

Roxbury Financial first reported a position in BJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $28K in Q3 2025. 455 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Roxbury Financial held 280 shares of BJs Wholesale Club worth $25.8K as of Q3 2026.
  • Roxbury Financial left its BJs Wholesale Club share count unchanged in Q3 2026.
  • BJs Wholesale Club made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #263 holding.
  • Roxbury Financial first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 5 quarters since.
  • Roxbury Financial's BJs Wholesale Club position peaked at $28K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.