UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1463217
IRVING, TX
Position in BJ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$245,873
-$38,560 QoQ
Shares Held
2,819
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 632 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $115,343,726 across 6 Discount Stores names. BJ ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
79,741 | $74,595,313 | |
| 2 | WMT |
Walmart Inc.
|
312,237 | $35,363,962 | |
| 3 | TGT |
Target Corp
|
24,230 | $3,164,680 | |
| 4 | DG |
Dollar General Corp
|
10,874 | $1,251,706 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
5,971 | $722,192 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
2,819 | $245,873 |
All Filings in BJ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,873 | 2,819 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $284,433 | 2,890 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||