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SageGuard Financial Group’s BJs Wholesale Club BJ Stock Holding History

SageGuard Financial Group’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 		$545K Sell
6,243
-3,855
-38% -$353K 0.08% 135
2026
Q1 		$994K Sell
10,098
-6,940
-41% -$669K 0.15% 93
2025
Q4 		$1.53M Buy
+17,038
New +$1.56M 0.24% 76

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.75B AUM 57.75% 1-Year Est. Return

SageGuard Financial Group's BJ Position: Q2 2026 in Review

SageGuard Financial Group reduced its BJs Wholesale Club (BJ) stake by 38% in Q2 2026, selling an estimated $353K and leaving 6,243 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #135.

SageGuard Financial Group first reported a position in BJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2025. 314 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • SageGuard Financial Group held 6,243 shares of BJs Wholesale Club worth $545K as of Q2 2026.
  • SageGuard Financial Group sold 3,855 BJs Wholesale Club shares in Q2 2026, an estimated $353K.
  • BJs Wholesale Club made up 0.08% of SageGuard Financial Group's portfolio in Q2 2026, its #135 holding.
  • SageGuard Financial Group first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's BJs Wholesale Club position peaked at $1.53M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.