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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
Q3 		$246K Sell
2,675
-22
-0.8% -$2.04K 0.04% 392
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

VisionPoint Advisory Group's BJ Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its BJs Wholesale Club (BJ) stake by 0.82% in Q3 2026, selling an estimated $2.04K and leaving 2,675 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #392.

VisionPoint Advisory Group first reported a position in BJ in Q2 2023 and has held it in 10 quarters since. The position peaked at $280K in Q1 2026. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • VisionPoint Advisory Group held 2,675 shares of BJs Wholesale Club worth $246K as of Q3 2026.
  • VisionPoint Advisory Group sold 22 BJs Wholesale Club shares in Q3 2026, an estimated $2.04K.
  • BJs Wholesale Club made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #392 holding.
  • VisionPoint Advisory Group first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 10 quarters since.
  • VisionPoint Advisory Group's BJs Wholesale Club position peaked at $280K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.