Sendero Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Sendero Wealth Management’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	$687K	Buy	7,466 +13	+0.2%	+$1.21K	0.07%	148
2026 Q2	$650K	Buy	7,453 +2,862	+62%	+$262K	0.06%	151
2026 Q1	$452K	Hold	4,591	–	–	0.05%	161
2025 Q4	$413K	Hold	4,591	–	–	0.05%	168
2025 Q3	$428K	Hold	4,591	–	–	0.05%	156
2025 Q2	$495K	Sell	4,591 -4,979	-52%	-$567K	0.06%	142
2025 Q1	$1.09M	Sell	9,570 -151	-2%	-$15.5K	0.15%	83
2024 Q4	$869K	Hold	9,721	–	–	0.13%	88
2024 Q3	$802K	Sell	9,721 -3,895	-29%	-$329K	0.13%	96
2024 Q2	$1.2M	Buy	13,616 +1,317	+11%	+$107K	0.2%	67
2024 Q1	$930K	Hold	12,299	–	–	0.16%	83
2023 Q4	$820K	Buy	12,299 +2,412	+24%	+$163K	0.15%	98
2023 Q3	$706K	Buy	9,887 +1,500	+18%	+$101K	0.15%	89
2023 Q2	$528K	Buy	8,387 +2,827	+51%	+$196K	0.12%	104
2023 Q1	$423K	Buy	5,560 +1,530	+38%	+$111K	0.13%	75
2022 Q4	$267K	Buy	4,030 +840	+26%	+$60.9K	0.09%	92
2022 Q3	$232K	Buy	+3,190	New	+$229K	0.1%	87

Other funds holding BJ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Sendero Wealth Management's BJ Position: Q3 2026 in Review

Sendero Wealth Management increased its BJs Wholesale Club (BJ) stake by 0.17% in Q3 2026, buying an estimated $1.21K and bringing the position to 7,466 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #148.

Sendero Wealth Management first reported a position in BJ in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q2 2024. 535 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

Sendero Wealth Management held 7,466 shares of BJs Wholesale Club worth $687K as of Q3 2026.
Sendero Wealth Management bought 13 BJs Wholesale Club shares in Q3 2026, an estimated $1.21K.
BJs Wholesale Club made up 0.07% of Sendero Wealth Management's portfolio in Q3 2026, its #148 holding.
Sendero Wealth Management first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 17 quarters since.
Sendero Wealth Management's BJs Wholesale Club position peaked at $1.2M in Q2 2024.
535 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.