SBK Financial’s BJs Wholesale Club BJ Stock Holding History

SBK 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	–	Sell	-36	Closed	-$3.54K	–	241
2026 Q1	$3.54K	Buy	+36	New	+$3.47K	﹤0.01%	254

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SBK Financial's BJ Position: Q2 2026 in Review

SBK Financial sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 36 shares — an estimated $3.54K sold.

SBK Financial first reported a position in BJ in Q1 2026 and held it in 1 quarter. The position peaked at $3.54K in Q1 2026. 643 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

SBK Financial reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 36 BJs Wholesale Club shares in Q2 2026, an estimated $3.54K.
SBK Financial first reported a position in BJs Wholesale Club in Q1 2026 and held it in 1 quarter.
SBK Financial's BJs Wholesale Club position peaked at $3.54K in Q1 2026.
643 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.