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Sigma Planning Corp’s BJs Wholesale Club BJ Stock Holding History

Sigma Planning Corp’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
2025
Q3 		– Sell
-2,095
Closed -$226K – 1298
2025
Q2 		$226K Buy
+2,095
New +$239K 0.01% 1126
2023
Q2 		– Sell
-2,865
Closed -$218K – 1223
2023
Q1 		$218K Buy
+2,865
New +$208K 0.01% 1144
2022
Q4 		– Sell
-2,998
Closed -$218K – 1276
2022
Q3 		$218K Buy
+2,998
New +$215K 0.01% 1081
2022
Q1 		– Sell
-4,246
Closed -$284K – 1378
2021
Q4 		$284K Buy
+4,246
New +$265K 0.01% 1109

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Sigma Planning Corp's BJ Position: Q3 2025 in Review

Sigma Planning Corp sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 2,095 shares — an estimated $226K sold.

Sigma Planning Corp first reported a position in BJ in Q4 2021 and held it in 4 quarters. The position peaked at $284K in Q4 2021. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Sigma Planning Corp reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 2,095 BJs Wholesale Club shares in Q3 2025, an estimated $226K.
  • Sigma Planning Corp first reported a position in BJs Wholesale Club in Q4 2021 and held it in 4 quarters.
  • Sigma Planning Corp's BJs Wholesale Club position peaked at $284K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.