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Summit Financial’s BJs Wholesale Club BJ Stock Holding History

Summit 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 		$233K Buy
+2,667
New +$244K ﹤0.01% 1450

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

Summit Financial's BJ Position: Q2 2026 in Review

Summit Financial opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 2,667 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Summit Financial held 2,667 shares of BJs Wholesale Club worth $233K as of Q2 2026.
  • BJs Wholesale Club was a new Summit Financial position in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1450 holding.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

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