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Stonebridge Financial Group (Pennsylvania)’s BJs Wholesale Club BJ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1
Closed -$114 – 303
2025
Q1 		$114 Buy
+1
New +$103 ﹤0.01% 977

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BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BJ Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of BJs Wholesale Club (BJ) in Q2 2025, closing a stake of 1 share — an estimated $114 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BJ in Q1 2025 and held it in 1 quarter. The position peaked at $114 in Q1 2025. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining BJs Wholesale Club position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 BJs Wholesale Club share in Q2 2025, an estimated $114.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in BJs Wholesale Club in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s BJs Wholesale Club position peaked at $114 in Q1 2025.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.