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Sunbelt Securities’s BJs Wholesale Club BJ Stock Holding History

Sunbelt Securities’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 		$35.6K Hold
362
– – ﹤0.01% 1117
2025
Q4 		$32.6K Hold
362
– – ﹤0.01% 1118
2025
Q3 		$33.8K Buy
+362
New +$37K ﹤0.01% 1109

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $2.9T AUM 29.55% 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

Sunbelt Securities's BJ Position: Q1 2026 in Review

Sunbelt Securities held its BJs Wholesale Club (BJ) position steady in Q1 2026 at 362 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Sunbelt Securities first reported a position in BJ in Q3 2025 and has held it in 3 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Sunbelt Securities held 362 shares of BJs Wholesale Club worth $35.6K as of Q1 2026.
  • Sunbelt Securities left its BJs Wholesale Club share count unchanged in Q1 2026.
  • BJs Wholesale Club made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1117 holding.
  • Sunbelt Securities first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 3 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.