SIA
BJ icon

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T AUM 44.26% 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

Strategic Investment Advisors's BJ Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in BJs Wholesale Club (BJ) in Q1 2026: 2,304 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in BJ as recently as Q3 2025.

Strategic Investment Advisors first reported a position in BJ in Q3 2025 and has held it in 2 quarters since. The position peaked at $254K in Q3 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Strategic Investment Advisors held 2,304 shares of BJs Wholesale Club worth $227K as of Q1 2026.
  • BJs Wholesale Club was a new Strategic Investment Advisors position in Q1 2026.
  • BJs Wholesale Club made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #296 holding.
  • Strategic Investment Advisors first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 2 quarters since.
  • Strategic Investment Advisors's BJs Wholesale Club position peaked at $254K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.