Wealth Alliance
BJ icon

Wealth Alliance’s BJs Wholesale Club BJ Stock Holding History

Wealth Alliance’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 		$338K Buy
3,672
+25
+0.7% +$2.32K 0.03% 408
2026
Q2 		$318K Sell
3,647
-620
-15% -$56.8K 0.03% 442
2026
Q1 		$420K Sell
4,267
-183
-4% -$17.7K 0.04% 334
2025
Q4 		$401K Buy
4,450
+203
+5% +$18.6K 0.04% 363
2025
Q3 		$396K Sell
4,247
-27
-0.6% -$2.76K 0.04% 354
2025
Q2 		$461K Sell
4,274
-2
-0% -$228 0.05% 309
2025
Q1 		$488K Sell
4,276
-440
-9% -$45.3K 0.06% 282
2024
Q4 		$421K Sell
4,716
-346
-7% -$31.3K 0.05% 296
2024
Q3 		$418K Buy
5,062
+11
+0.2% +$931 0.05% 310
2024
Q2 		$444K Buy
5,051
+2,057
+69% +$167K 0.06% 270
2024
Q1 		$226K Sell
2,994
-473
-14% -$33K 0.03% 465
2023
Q4 		$231K Buy
3,467
+405
+13% +$27.4K 0.03% 453
2023
Q3 		$219K Buy
+3,062
New +$206K 0.03% 439
2022
Q4 		– Sell
-2,851
Closed -$208K – 492
2022
Q3 		$208K Buy
+2,851
New +$204K 0.04% 414

Other funds holding BJ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Wealth Alliance's BJ Position: Q3 2026 in Review

Wealth Alliance increased its BJs Wholesale Club (BJ) stake by 0.69% in Q3 2026, buying an estimated $2.32K and bringing the position to 3,672 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #408.

Wealth Alliance first reported a position in BJ in Q3 2022 and has held it in 14 quarters since. The position peaked at $488K in Q1 2025. 516 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Wealth Alliance held 3,672 shares of BJs Wholesale Club worth $338K as of Q3 2026.
  • Wealth Alliance bought 25 BJs Wholesale Club shares in Q3 2026, an estimated $2.32K.
  • BJs Wholesale Club made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #408 holding.
  • Wealth Alliance first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 14 quarters since.
  • Wealth Alliance's BJs Wholesale Club position peaked at $488K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.