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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance's BJ Position: Q1 2026 in Review

Wealth Alliance reduced its BJs Wholesale Club (BJ) stake by 4.1% in Q1 2026, selling an estimated $17.7K and leaving 4,267 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #334.

Wealth Alliance first reported a position in BJ in Q3 2022 and has held it in 12 quarters since. The position peaked at $488K in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Wealth Alliance held 4,267 shares of BJs Wholesale Club worth $420K as of Q1 2026.
Wealth Alliance sold 183 BJs Wholesale Club shares in Q1 2026, an estimated $17.7K.
BJs Wholesale Club made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #334 holding.
Wealth Alliance first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 12 quarters since.
Wealth Alliance's BJs Wholesale Club position peaked at $488K in Q1 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.