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Twin Peaks Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Twin Peaks Wealth Advisors’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 		$19.8K Buy
+201
New +$19.4K 0.01% 723
2025
Q3 		– Sell
-148
Closed -$16K – 404
2025
Q2 		$16K Buy
+148
New +$16.9K 0.01% 693

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

Twin Peaks Wealth Advisors's BJ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in BJs Wholesale Club (BJ) in Q1 2026: 201 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BJ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BJ in Q2 2025 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 201 shares of BJs Wholesale Club worth $19.8K as of Q1 2026.
  • BJs Wholesale Club was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • BJs Wholesale Club made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #723 holding.
  • Twin Peaks Wealth Advisors first reported a position in BJs Wholesale Club in Q2 2025 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.