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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

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 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. 141 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.
  • 141 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.