Atria Investments, Inc
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1535865
Charlotte, NC
Position in BJ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,163,840
-$619,674 QoQ
Shares Held
24,809
-12.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#222
of 632 holders
Holding Since
Jun 2024
9 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, 2026Atria Investments, Inc holds $47,448,413 across 7 Discount Stores names. BJ ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
232,581 | $26,342,124 | |
| 2 | COST |
Costco Wholesale Corp /New
|
11,636 | $10,885,128 | |
| 3 | DG |
Dollar General Corp
|
56,709 | $6,527,772 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
24,809 | $2,163,840 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
12,498 | $960,846 | |
| 6 | PSMT |
Pricesmart Inc
|
1,538 | $300,432 | |
| 7 | TBBB |
Bbb Foods Inc
|
6,438 | $268,271 |
All Filings in BJ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,163,840 | 24,809 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,783,514 | 28,282 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,690,726 | 29,887 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,882,823 | 30,915 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,291,741 | 39,801 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,931,173 | 43,218 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,133,861 | 35,074 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,917,400 | 35,371 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,017,216 | 34,349 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||