Planning Strategies Inc.’s BJs Wholesale Club BJ Stock Holding History

Planning Strategies Inc.’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	$872	Buy	+10	New	+$915	﹤0.01%	769

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ACM

Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s BJ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in BJs Wholesale Club (BJ) in Q2 2026: 10 shares worth $872. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings.

190 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Planning Strategies Inc. held 10 shares of BJs Wholesale Club worth $872 as of Q2 2026.
BJs Wholesale Club was a new Planning Strategies Inc. position in Q2 2026.
BJs Wholesale Club made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #769 holding.
190 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.