Stifel Financial
BJ icon

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
Q2 		$11M Sell
125,778
-22,217
-15% -$2.03M 0.01% 963
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
RRAM
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

Stifel Financial's BJ Position: Q2 2026 in Review

Stifel Financial reduced its BJs Wholesale Club (BJ) stake by 15% in Q2 2026, selling an estimated $2.03M and leaving 125,778 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #963.

Stifel Financial first reported a position in BJ in Q3 2018 and has held it in 27 quarters since. The position peaked at $20.5M in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Stifel Financial held 125,778 shares of BJs Wholesale Club worth $11M as of Q2 2026.
  • Stifel Financial sold 22,217 BJs Wholesale Club shares in Q2 2026, an estimated $2.03M.
  • BJs Wholesale Club made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #963 holding.
  • Stifel Financial first reported a position in BJs Wholesale Club in Q3 2018 and has held it in 27 quarters since.
  • Stifel Financial's BJs Wholesale Club position peaked at $20.5M in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.