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Silver Oak Securities’s BJs Wholesale Club BJ Stock Holding History

Silver Oak Securities’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
Q2 		– Sell
-7,118
Closed -$797K – 700
2025
Q1 		$797K Buy
7,118
+755
+12% +$77.7K 0.07% 278
2024
Q4 		$570K Sell
6,363
-10,977
-63% -$992K 0.05% 346
2024
Q3 		$1.42M Buy
+17,340
New +$1.47M 0.15% 152

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silver Oak Securities's BJ Position: Q2 2025 in Review

Silver Oak Securities sold out of BJs Wholesale Club (BJ) in Q2 2025, closing a stake of 7,118 shares — an estimated $797K sold.

Silver Oak Securities first reported a position in BJ in Q3 2024 and held it in 3 quarters. The position peaked at $1.42M in Q3 2024. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Silver Oak Securities reported no remaining BJs Wholesale Club position as of Q2 2025 after selling out during the quarter.
  • Silver Oak Securities sold 7,118 BJs Wholesale Club shares in Q2 2025, an estimated $797K.
  • Silver Oak Securities first reported a position in BJs Wholesale Club in Q3 2024 and held it in 3 quarters.
  • Silver Oak Securities's BJs Wholesale Club position peaked at $1.42M in Q3 2024.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Silver Oak Securities's 13F filing for Q2 2025, filed 11 Jul 2025.