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Summit Wealth Group (Colorado)’s BJs Wholesale Club BJ Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-11,831
Closed -$844K – 312
2025
Q3 		$844K Buy
+11,831
New +$1.21M 0.09% 193

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BJ Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 11,831 shares — an estimated $844K sold.

Summit Wealth Group (Colorado) first reported a position in BJ in Q3 2025 and held it in 1 quarter. The position peaked at $844K in Q3 2025. 625 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 11,831 BJs Wholesale Club shares in Q4 2025, an estimated $844K.
  • Summit Wealth Group (Colorado) first reported a position in BJs Wholesale Club in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s BJs Wholesale Club position peaked at $844K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.