Simplicity Wealth
BJ icon

Simplicity Wealth’s BJs Wholesale Club BJ Stock Holding History

Simplicity Wealth’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 		– Sell
-2,685
Closed -$234K – 1089
2026
Q2 		$234K Buy
+2,685
New +$246K 0.01% 927
2024
Q3 		– Sell
-10,359
Closed -$910K – 559
2024
Q2 		$910K Buy
10,359
+561
+6% +$45.4K 0.02% 563
2024
Q1 		$741K Buy
+9,798
New +$683K 0.02% 609

Other funds holding BJ

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simplicity Wealth's BJ Position: Q3 2026 in Review

Simplicity Wealth sold out of BJs Wholesale Club (BJ) in Q3 2026, closing a stake of 2,685 shares — an estimated $234K sold.

Simplicity Wealth first reported a position in BJ in Q1 2024 and held it in 3 quarters. The position peaked at $910K in Q2 2024. 128 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Simplicity Wealth reported no remaining BJs Wholesale Club position as of Q3 2026 after selling out during the quarter.
  • Simplicity Wealth sold 2,685 BJs Wholesale Club shares in Q3 2026, an estimated $234K.
  • Simplicity Wealth first reported a position in BJs Wholesale Club in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's BJs Wholesale Club position peaked at $910K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.