Stifel Financial
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Stifel Financial’s BJs Wholesale Club BJ Stock Holding History

Stifel Financial’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 		$14.6M Sell
147,995
-7,887
-5% -$761K 0.01% 765
2025
Q4 		$14M Sell
155,882
-11,423
-7% -$1.05M 0.01% 795
2025
Q3 		$15.6M Sell
167,305
-6,301
-4% -$644K 0.01% 729
2025
Q2 		$18.7M Sell
173,606
-6,132
-3% -$699K 0.02% 621
2025
Q1 		$20.5M Sell
179,738
-7,481
-4% -$770K 0.02% 547
2024
Q4 		$16.7M Buy
187,219
+7,205
+4% +$651K 0.02% 634
2024
Q3 		$14.8M Sell
180,014
-4,097
-2% -$347K 0.02% 705
2024
Q2 		$16.2M Buy
184,111
+137,020
+291% +$11.1M 0.02% 616
2024
Q1 		$3.56M Sell
47,091
-728
-2% -$50.7K ﹤0.01% 1335
2023
Q4 		$3.19M Buy
47,819
+19,558
+69% +$1.32M ﹤0.01% 1360
2023
Q3 		$2.02M Buy
28,261
+928
+3% +$62.4K ﹤0.01% 1591
2023
Q2 		$1.72M Sell
27,333
-20,886
-43% -$1.44M ﹤0.01% 1732
2023
Q1 		$3.67M Sell
48,219
-11,402
-19% -$828K 0.01% 1204
2022
Q4 		$3.94M Buy
59,621
+21,992
+58% +$1.59M 0.01% 1107
2022
Q3 		$2.74M Buy
37,629
+9,481
+34% +$680K ﹤0.01% 1256
2022
Q2 		$1.75M Buy
28,148
+626
+2% +$39.3K ﹤0.01% 1580
2022
Q1 		$1.86M Buy
27,522
+2,044
+8% +$128K ﹤0.01% 1666
2021
Q4 		$1.71M Buy
25,478
+1,375
+6% +$85.8K ﹤0.01% 1745
2021
Q3 		$1.32M Sell
24,103
-1,704
-7% -$91K ﹤0.01% 1870
2021
Q2 		$1.23M Buy
25,807
+10,147
+65% +$465K ﹤0.01% 1941
2021
Q1 		$703K Buy
15,660
+5,065
+48% +$212K ﹤0.01% 2253
2020
Q4 		$395K Buy
10,595
+841
+9% +$33.6K ﹤0.01% 2455
2020
Q3 		$405K Buy
9,754
+426
+5% +$17.6K ﹤0.01% 2220
2020
Q2 		$348K Buy
+9,328
New +$286K ﹤0.01% 2255
2020
Q1 		– Sell
-8,952
Closed -$202K – 2835
2019
Q4 		$202K Buy
+8,952
New +$221K ﹤0.01% 2767
2018
Q4 		– Sell
-63,408
Closed -$1.7M – 2676
2018
Q3 		$1.7M Buy
+63,408
New +$1.7M ﹤0.01% 1351

Other funds holding BJ

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's BJ Position: Q1 2026 in Review

Stifel Financial reduced its BJs Wholesale Club (BJ) stake by 5.1% in Q1 2026, selling an estimated $761K and leaving 147,995 shares worth $14.6M. The position accounts for 0.01% of the portfolio, ranked #765.

Stifel Financial first reported a position in BJ in Q3 2018 and has held it in 26 quarters since. The position peaked at $20.5M in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Stifel Financial held 147,995 shares of BJs Wholesale Club worth $14.6M as of Q1 2026.
  • Stifel Financial sold 7,887 BJs Wholesale Club shares in Q1 2026, an estimated $761K.
  • BJs Wholesale Club made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #765 holding.
  • Stifel Financial first reported a position in BJs Wholesale Club in Q3 2018 and has held it in 26 quarters since.
  • Stifel Financial's BJs Wholesale Club position peaked at $20.5M in Q1 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.