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Strategic Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

Strategic Investment 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
Q2 		$141K Sell
1,616
-688
-30% -$63K 0.01% 350
2026
Q1 		$227K Buy
+2,304
New +$222K 0.02% 296
2025
Q4 		– Sell
-2,720
Closed -$254K – 244
2025
Q3 		$254K Buy
+2,720
New +$278K 0.02% 229

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
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

Strategic Investment Advisors's BJ Position: Q2 2026 in Review

Strategic Investment Advisors reduced its BJs Wholesale Club (BJ) stake by 30% in Q2 2026, selling an estimated $63K and leaving 1,616 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #350.

Strategic Investment Advisors first reported a position in BJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q3 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Strategic Investment Advisors held 1,616 shares of BJs Wholesale Club worth $141K as of Q2 2026.
  • Strategic Investment Advisors sold 688 BJs Wholesale Club shares in Q2 2026, an estimated $63K.
  • BJs Wholesale Club made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #350 holding.
  • Strategic Investment Advisors first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 3 quarters since.
  • Strategic Investment Advisors's BJs Wholesale Club position peaked at $254K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.