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UMB Bank’s BJs Wholesale Club BJ Stock Holding History

UMB Bank’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 		$85.7K Sell
983
-367
-27% -$33.6K ﹤0.01% 1109
2026
Q1 		$133K Buy
1,350
+184
+16% +$17.7K ﹤0.01% 847
2025
Q4 		$105K Sell
1,166
-116
-9% -$10.6K ﹤0.01% 928
2025
Q3 		$120K Sell
1,282
-221
-15% -$22.6K ﹤0.01% 787
2025
Q2 		$162K Buy
1,503
+120
+9% +$13.7K ﹤0.01% 655
2025
Q1 		$158K Buy
1,383
+759
+122% +$78.2K ﹤0.01% 624
2024
Q4 		$55.8K Buy
624
+253
+68% +$22.9K ﹤0.01% 878
2024
Q3 		$30.6K Buy
371
+293
+376% +$24.8K ﹤0.01% 1041
2024
Q2 		$6.85K Buy
78
+46
+144% +$3.73K ﹤0.01% 1346
2024
Q1 		$2.42K Buy
+32
New +$2.23K ﹤0.01% 1485
2023
Q4 		– Sell
-49
Closed -$3.5K – 1620
2023
Q3 		$3.5K Hold
49
– – ﹤0.01% 1471
2023
Q2 		$3.09K Hold
49
– – ﹤0.01% 1473
2023
Q1 		$3.73K Hold
49
– – ﹤0.01% 1458
2022
Q4 		$3K Sell
49
-4
-8% -$290 ﹤0.01% 1495
2022
Q3 		$4K Sell
53
-19
-26% -$1.36K ﹤0.01% 1486
2022
Q2 		$4K Hold
72
– – ﹤0.01% 1608
2022
Q1 		$5K Hold
72
– – ﹤0.01% 1645
2021
Q4 		$5K Buy
+72
New +$4.5K ﹤0.01% 1623

Other funds holding BJ

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's BJ Position: Q2 2026 in Review

UMB Bank reduced its BJs Wholesale Club (BJ) stake by 27% in Q2 2026, selling an estimated $33.6K and leaving 983 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

UMB Bank first reported a position in BJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $162K in Q2 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • UMB Bank held 983 shares of BJs Wholesale Club worth $85.7K as of Q2 2026.
  • UMB Bank sold 367 BJs Wholesale Club shares in Q2 2026, an estimated $33.6K.
  • BJs Wholesale Club made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1109 holding.
  • UMB Bank first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's BJs Wholesale Club position peaked at $162K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.