Steward Partners Investment Advisory
BJ icon

Steward Partners Investment Advisory’s BJs Wholesale Club BJ Stock Holding History

Steward Partners Investment Advisory’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 		$647K Sell
7,420
-23,929
-76% -$2.19M ﹤0.01% 1555
2026
Q1 		$3.09M Buy
31,349
+552
+2% +$53.2K 0.02% 691
2025
Q4 		$2.77M Buy
30,797
+246
+0.8% +$22.6K 0.02% 658
2025
Q3 		$2.85M Sell
30,551
-2,075
-6% -$212K 0.02% 653
2025
Q2 		$3.52M Sell
32,626
-11,443
-26% -$1.3M 0.03% 521
2025
Q1 		$5.03M Buy
44,069
+423
+1% +$43.6K 0.04% 395
2024
Q4 		$3.9M Buy
43,646
+32,635
+296% +$2.95M 0.03% 445
2024
Q3 		$908K Sell
11,011
-8,197
-43% -$693K 0.01% 890
2024
Q2 		$1.69M Sell
19,208
-1,946
-9% -$158K 0.02% 640
2024
Q1 		$1.6M Buy
21,154
+1,976
+10% +$138K 0.02% 642
2023
Q4 		$1.28M Buy
19,178
+2,226
+13% +$151K 0.02% 650
2023
Q3 		$1.21M Sell
16,952
-12,479
-42% -$840K 0.02% 612
2023
Q2 		$1.85M Sell
29,431
-504
-2% -$34.9K 0.03% 500
2023
Q1 		$2.28M Buy
29,935
+670
+2% +$48.7K 0.04% 435
2022
Q4 		$1.94M Sell
29,265
-2,631
-8% -$191K 0.03% 457
2022
Q3 		$2.32M Buy
31,896
+15,821
+98% +$1.13M 0.04% 384
2022
Q2 		$1M Buy
16,075
+15,920
+10,271% +$1M 0.02% 635
2022
Q1 		$10K Buy
155
+64
+70% +$4.02K ﹤0.01% 2648
2021
Q4 		$6K Buy
+91
New +$5.68K ﹤0.01% 2759
2021
Q1 		– Sell
-92
Closed -$3K – 3417
2020
Q4 		$3K Buy
+92
New +$3.67K ﹤0.01% 2614

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 $3.38T AUM 44.17% 1-Year Est. Return
River Road Asset Management
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

Steward Partners Investment Advisory's BJ Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its BJs Wholesale Club (BJ) stake by 76% in Q2 2026, selling an estimated $2.19M and leaving 7,420 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Steward Partners Investment Advisory first reported a position in BJ in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.03M in Q1 2025. 640 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Steward Partners Investment Advisory held 7,420 shares of BJs Wholesale Club worth $647K as of Q2 2026.
  • Steward Partners Investment Advisory sold 23,929 BJs Wholesale Club shares in Q2 2026, an estimated $2.19M.
  • BJs Wholesale Club made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1555 holding.
  • Steward Partners Investment Advisory first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's BJs Wholesale Club position peaked at $5.03M in Q1 2025.
  • 640 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.