SFA
BJ icon

Sequoia Financial Advisors’s BJs Wholesale Club BJ Stock Holding History

Sequoia Financial Advisors’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 		$637K Buy
7,305
+610
+9% +$55.8K ﹤0.01% 1181
2026
Q1 		$659K Sell
6,695
-369
-5% -$35.6K ﹤0.01% 1106
2025
Q4 		$636K Buy
7,064
+3,581
+103% +$329K ﹤0.01% 1137
2025
Q3 		$325K Buy
3,483
+137
+4% +$14K ﹤0.01% 1349
2025
Q2 		$361K Buy
3,346
+101
+3% +$11.5K ﹤0.01% 1163
2025
Q1 		$370K Buy
3,245
+250
+8% +$25.7K ﹤0.01% 980
2024
Q4 		$268K Sell
2,995
-437
-13% -$39.5K ﹤0.01% 1068
2024
Q3 		$283K Buy
3,432
+777
+29% +$65.7K ﹤0.01% 992
2024
Q2 		$233K Buy
+2,655
New +$215K ﹤0.01% 1021
2023
Q4 		– Sell
-3,209
Closed -$229K – 1207
2023
Q3 		$229K Buy
+3,209
New +$216K ﹤0.01% 804
2023
Q2 		– Sell
-3,247
Closed -$247K – 973
2023
Q1 		$247K Buy
+3,247
New +$236K 0.01% 697

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's BJ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its BJs Wholesale Club (BJ) stake by 9.1% in Q2 2026, buying an estimated $55.8K and bringing the position to 7,305 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Sequoia Financial Advisors first reported a position in BJ in Q1 2023 and has held it in 11 quarters since. The position peaked at $659K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Sequoia Financial Advisors held 7,305 shares of BJs Wholesale Club worth $637K as of Q2 2026.
  • Sequoia Financial Advisors bought 610 BJs Wholesale Club shares in Q2 2026, an estimated $55.8K.
  • BJs Wholesale Club made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1181 holding.
  • Sequoia Financial Advisors first reported a position in BJs Wholesale Club in Q1 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's BJs Wholesale Club position peaked at $659K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.