SOA Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

SOA Wealth 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 Q1	–	Sell	-187	Closed	-$16.8K	–	870
2025 Q4	$16.8K	Hold	187	–	–	﹤0.01%	530
2025 Q3	$17.4K	Hold	187	–	–	﹤0.01%	541
2025 Q2	$20.2K	Hold	187	–	–	﹤0.01%	502
2025 Q1	$21.3K	Hold	187	–	–	﹤0.01%	463
2024 Q4	$16.7K	Hold	187	–	–	﹤0.01%	480
2024 Q3	$15.4K	Hold	187	–	–	﹤0.01%	487
2024 Q2	$16.4K	Hold	187	–	–	﹤0.01%	466
2024 Q1	$14.1K	Hold	187	–	–	﹤0.01%	492
2023 Q4	$12.5K	Hold	187	–	–	﹤0.01%	491
2023 Q3	$13.3K	Hold	187	–	–	﹤0.01%	488
2023 Q2	$11.8K	Hold	187	–	–	﹤0.01%	512
2023 Q1	$14.2K	Hold	187	–	–	﹤0.01%	483
2022 Q4	$12.4K	Hold	187	–	–	﹤0.01%	492
2022 Q3	$13K	Hold	187	–	–	﹤0.01%	461
2022 Q2	$11K	Hold	187	–	–	﹤0.01%	478
2022 Q1	$12K	Hold	187	–	–	﹤0.01%	545
2021 Q4	$12K	Hold	187	–	–	﹤0.01%	531
2021 Q3	$10K	Hold	187	–	–	﹤0.01%	581
2021 Q2	$8K	Hold	187	–	–	﹤0.01%	604
2021 Q1	$8K	Hold	187	–	–	﹤0.01%	537
2020 Q4	$8K	Buy	+187	New	+$7.47K	﹤0.01%	545

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

RRAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's BJ Position: Q1 2026 in Review

SOA Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 187 shares — an estimated $16.8K sold.

SOA Wealth Advisors first reported a position in BJ in Q4 2020 and held it in 21 quarters. The position peaked at $21.3K in Q1 2025. 627 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

SOA Wealth Advisors reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 187 BJs Wholesale Club shares in Q1 2026, an estimated $16.8K.
SOA Wealth Advisors first reported a position in BJs Wholesale Club in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's BJs Wholesale Club position peaked at $21.3K in Q1 2025.
627 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.