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TFC Financial Management’s BJs Wholesale Club BJ Stock Holding History

TFC Financial Management’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 		$88 Hold
1
– – ﹤0.01% 929
2026
Q1 		$99 Hold
1
– – ﹤0.01% 874
2025
Q4 		$91 Sell
1
-250
-100% -$22.9K ﹤0.01% 874
2025
Q3 		$23.4K Buy
251
+250
+25,000% +$25.6K ﹤0.01% 340
2025
Q2 		$108 Hold
1
– – ﹤0.01% 871
2025
Q1 		$115 Hold
1
– – ﹤0.01% 799
2024
Q4 		$90 Hold
1
– – ﹤0.01% 851
2024
Q3 		$83 Hold
1
– – ﹤0.01% 877
2024
Q2 		$88 Buy
+1
New +$81 ﹤0.01% 846

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

TFC Financial Management's BJ Position: Q2 2026 in Review

TFC Financial Management held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #929.

TFC Financial Management first reported a position in BJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.4K in Q3 2025. 263 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • TFC Financial Management held 1 share of BJs Wholesale Club worth $88 as of Q2 2026.
  • TFC Financial Management left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #929 holding.
  • TFC Financial Management first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 9 quarters since.
  • TFC Financial Management's BJs Wholesale Club position peaked at $23.4K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.