B. Riley Wealth Advisors, Inc.
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1464811
MEMPHIS, TN
Position in BJ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$133,010
+$51,322 QoQ
Shares Held
1,525
+83.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#460
of 632 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Derivatives in BJ
reported options exposure · as of Jun 30, 2026CallValue
$104,664
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $15,109,962 across 5 Discount Stores names. BJ ranks #5 (0.9% of the industry book) .
All Filings in BJ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,010 | 1,525 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $104,664 | 1,200 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $81,688 | 830 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $29,685 | 30,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $29,685 | 30,000 | Put | Sole | 2026-04-27 | |
| 2024-12-31 | $203,092 | 2,273 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $290,412 | 3,521 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $304,453 | 3,466 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $323,252 | 4,273 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $240,509 | 3,608 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $304,964 | 4,273 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $203,081 | 3,223 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $245,325 | 3,225 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $201,523 | 3,046 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $221,779 | 3,046 | Shares | Other | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||