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 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 $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sendero Wealth Management's BJ Position: Q1 2026 in Review

Sendero Wealth Management held its BJs Wholesale Club (BJ) position steady in Q1 2026 at 4,591 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #161.

Sendero Wealth Management first reported a position in BJ in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q2 2024. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Sendero Wealth Management held 4,591 shares of BJs Wholesale Club worth $452K as of Q1 2026.
Sendero Wealth Management left its BJs Wholesale Club share count unchanged in Q1 2026.
BJs Wholesale Club made up 0.05% of Sendero Wealth Management's portfolio in Q1 2026, its #161 holding.
Sendero Wealth Management first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 15 quarters since.
Sendero Wealth Management's BJs Wholesale Club position peaked at $1.2M in Q2 2024.
625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.