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Wellspring Financial Advisors’s BJs Wholesale Club BJ Stock Holding History

Wellspring Financial Advisors’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 		– Sell
-2,436
Closed -$240K – 292
2026
Q1 		$240K Sell
2,436
-152
-6% -$14.7K 0.02% 243
2025
Q4 		$233K Buy
+2,588
New +$238K 0.02% 239

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Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellspring Financial Advisors's BJ Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,436 shares — an estimated $240K sold.

Wellspring Financial Advisors first reported a position in BJ in Q4 2025 and held it in 2 quarters. The position peaked at $240K in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,436 BJs Wholesale Club shares in Q2 2026, an estimated $240K.
  • Wellspring Financial Advisors first reported a position in BJs Wholesale Club in Q4 2025 and held it in 2 quarters.
  • Wellspring Financial Advisors's BJs Wholesale Club position peaked at $240K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.