VisionPoint Advisory Group’s BJs Wholesale Club BJ Stock Holding History

VisionPoint Advisory Group’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	$235K	Sell	2,697 -148	-5%	-$13.5K	0.04%	420
2026 Q1	$280K	Buy	2,845 +136	+5%	+$13.1K	0.05%	350
2025 Q4	$244K	Buy	2,709 +508	+23%	+$46.6K	0.05%	341
2025 Q3	$205K	Buy	+2,201	New	+$225K	0.04%	385
2024 Q3	–	Sell	-30	Closed	-$2.63K	–	298
2024 Q2	$2.63K	Sell	30 -25	-45%	-$2.02K	﹤0.01%	629
2024 Q1	$4.16K	Buy	55 +7	+15%	+$488	﹤0.01%	569
2023 Q4	$3.2K	Sell	48 -43	-47%	-$2.91K	﹤0.01%	560
2023 Q3	$6.5K	Buy	91 +39	+75%	+$2.62K	﹤0.01%	480
2023 Q2	$3.28K	Buy	+52	New	+$3.6K	﹤0.01%	475

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VisionPoint Advisory Group's BJ Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its BJs Wholesale Club (BJ) stake by 5.2% in Q2 2026, selling an estimated $13.5K and leaving 2,697 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #420.

VisionPoint Advisory Group first reported a position in BJ in Q2 2023 and has held it in 9 quarters since. The position peaked at $280K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

VisionPoint Advisory Group held 2,697 shares of BJs Wholesale Club worth $235K as of Q2 2026.
VisionPoint Advisory Group sold 148 BJs Wholesale Club shares in Q2 2026, an estimated $13.5K.
BJs Wholesale Club made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #420 holding.
VisionPoint Advisory Group first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 9 quarters since.
VisionPoint Advisory Group's BJs Wholesale Club position peaked at $280K in Q1 2026.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.