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WhitTier Trust Company’s BJs Wholesale Club BJ Stock Holding History

WhitTier Trust Company’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 		$75.5K Buy
863
+10
+1% +$915 ﹤0.01% 659
2026
Q1 		$81.5K Sell
853
-80
-9% -$7.72K ﹤0.01% 635
2025
Q4 		$84.8K Sell
933
-12
-1% -$1.1K ﹤0.01% 611
2025
Q3 		$87.6K Sell
945
-148
-14% -$15.1K ﹤0.01% 585
2025
Q2 		$118K Buy
1,093
+54
+5% +$6.15K ﹤0.01% 598
2025
Q1 		$119K Sell
1,039
-130
-11% -$13.4K ﹤0.01% 587
2024
Q4 		$104K Sell
1,169
-36
-3% -$3.25K ﹤0.01% 601
2024
Q3 		$99.4K Buy
1,205
+460
+62% +$38.9K ﹤0.01% 597
2024
Q2 		$65.4K Buy
745
+379
+104% +$30.7K ﹤0.01% 647
2024
Q1 		$27.7K Sell
366
-33,433
-99% -$2.33M ﹤0.01% 798
2023
Q4 		$2.25M Sell
33,799
-17,216
-34% -$1.17M 0.07% 204
2023
Q3 		$3.64M Buy
51,015
+1,045
+2% +$70.3K 0.13% 154
2023
Q2 		$3.15M Buy
49,970
+780
+2% +$53.9K 0.11% 165
2023
Q1 		$3.74M Buy
49,190
+1,800
+4% +$131K 0.14% 146
2022
Q4 		$3.13M Sell
47,390
-2,756
-5% -$200K 0.12% 156
2022
Q3 		$3.65M Buy
50,146
+3,742
+8% +$268K 0.16% 140
2022
Q2 		$2.89M Buy
+46,404
New +$2.92M 0.12% 159

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

WhitTier Trust Company's BJ Position: Q2 2026 in Review

WhitTier Trust Company increased its BJs Wholesale Club (BJ) stake by 1.2% in Q2 2026, buying an estimated $915 and bringing the position to 863 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

WhitTier Trust Company first reported a position in BJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.74M in Q1 2023. 287 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • WhitTier Trust Company held 863 shares of BJs Wholesale Club worth $75.5K as of Q2 2026.
  • WhitTier Trust Company bought 10 BJs Wholesale Club shares in Q2 2026, an estimated $915.
  • BJs Wholesale Club made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #659 holding.
  • WhitTier Trust Company first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 17 quarters since.
  • WhitTier Trust Company's BJs Wholesale Club position peaked at $3.74M in Q1 2023.
  • 287 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.