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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

BJ holding history

BJ's Wholesale Club Holdings, Inc. in every 13F filed by Portside Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BJ overviewAll 13F holders of BJFull Q2 2026 holdings

Shares (Q2 2026)
6,338
Value
$552.8K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of BJ by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,338$552.8K0.1%−279−4.2%ReducedHolders
Q1 20266,617$651.2K0.1%+322+5.1%AddedHolders
Q4 20256,295$566.7K0.1%+1,099+21.2%AddedHolders
Q3 20255,196$484.5K0.1%+164+3.3%AddedHolders
Q2 20255,032$542.6K0.1%−4−0.1%ReducedHolders
Q1 20255,036$574.6K0.1%+1,136+29.1%AddedHolders
Q4 20243,900$348.5K0.1%+652+20.1%AddedHolders
Q3 20243,248$267.9K<0.1%+410+14.4%AddedHolders
Q2 20242,838$249.3K<0.1%−4,062−58.9%ReducedHolders
Q1 20246,900$522.0K0.1%+95+1.4%AddedHolders
Q4 20236,805$453.6K0.1%+241+3.7%AddedHolders
Q3 20236,564$470.0K0.1%−61−0.9%ReducedHolders
Q2 20236,625$417.4K0.1%–No prior filingHolders