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 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 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

Wealth Alliance's BJ Position: Q2 2026 in Review

Wealth Alliance reduced its BJs Wholesale Club (BJ) stake by 15% in Q2 2026, selling an estimated $56.8K and leaving 3,647 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #442.

Wealth Alliance first reported a position in BJ in Q3 2022 and has held it in 13 quarters since. The position peaked at $488K in Q1 2025. 638 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Wealth Alliance held 3,647 shares of BJs Wholesale Club worth $318K as of Q2 2026.
Wealth Alliance sold 620 BJs Wholesale Club shares in Q2 2026, an estimated $56.8K.
BJs Wholesale Club made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #442 holding.
Wealth Alliance first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 13 quarters since.
Wealth Alliance's BJs Wholesale Club position peaked at $488K in Q1 2025.
638 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.