Thrive Wealth Management
BJ icon

Thrive Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Thrive Wealth 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
Q3 		$227K Buy
2,469
+172
+7% +$16K 0.03% 233
2026
Q2 		$200K Sell
2,297
-183
-7% -$16.8K 0.03% 252
2026
Q1 		$244K Buy
2,480
+80
+3% +$7.72K 0.04% 204
2025
Q4 		$216K Sell
2,400
-128
-5% -$11.8K 0.03% 219
2025
Q3 		$236K Sell
2,528
-129
-5% -$13.2K 0.04% 209
2025
Q2 		$287K Buy
2,657
+172
+7% +$19.6K 0.05% 180
2025
Q1 		$284K Buy
+2,485
New +$256K 0.05% 171

Other funds holding BJ

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Thrive Wealth Management's BJ Position: Q3 2026 in Review

Thrive Wealth Management increased its BJs Wholesale Club (BJ) stake by 7.5% in Q3 2026, buying an estimated $16K and bringing the position to 2,469 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #233.

Thrive Wealth Management first reported a position in BJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $287K in Q2 2025. 128 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Thrive Wealth Management held 2,469 shares of BJs Wholesale Club worth $227K as of Q3 2026.
  • Thrive Wealth Management bought 172 BJs Wholesale Club shares in Q3 2026, an estimated $16K.
  • BJs Wholesale Club made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Thrive Wealth Management first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 7 quarters since.
  • Thrive Wealth Management's BJs Wholesale Club position peaked at $287K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.