James T. Borello RIA
BJ icon

James T. Borello RIA’s BJs Wholesale Club BJ Stock Holding History

James T. Borello RIA’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
Q3 		$2.12K Sell
23
-44
-66% -$4.08K ﹤0.01% 910
2026
Q2 		$5.84K Buy
67
+54
+415% +$4.94K ﹤0.01% 745
2026
Q1 		$1.28K Sell
13
-12
-48% -$1.16K ﹤0.01% 978
2025
Q4 		$2.25K Sell
25
-9
-26% -$826 ﹤0.01% 757
2025
Q3 		$3.17K Buy
+34
New +$3.48K ﹤0.01% 630

Other funds holding BJ

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's BJ Position: Q3 2026 in Review

James T. Borello RIA reduced its BJs Wholesale Club (BJ) stake by 66% in Q3 2026, selling an estimated $4.08K and leaving 23 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

James T. Borello RIA first reported a position in BJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.84K in Q2 2026. 128 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • James T. Borello RIA held 23 shares of BJs Wholesale Club worth $2.12K as of Q3 2026.
  • James T. Borello RIA sold 44 BJs Wholesale Club shares in Q3 2026, an estimated $4.08K.
  • BJs Wholesale Club made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #910 holding.
  • James T. Borello RIA first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's BJs Wholesale Club position peaked at $5.84K in Q2 2026.
  • 128 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.