Merit Financial Group, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1621225
ALPHARETTA, GA
Position in BJ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$877,428
+$288,880 QoQ
Shares Held
10,060
+68.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#288
of 632 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $102,623,033 across 6 Discount Stores names. BJ ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
451,779 | $51,168,483 | |
| 2 | COST |
Costco Wholesale Corp /New
|
44,872 | $41,976,406 | |
| 3 | TGT |
Target Corp
|
32,487 | $4,243,121 | |
| 4 | DG |
Dollar General Corp
|
31,726 | $3,651,977 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
10,060 | $877,428 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
5,834 | $705,618 |
All Filings in BJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,428 | 10,060 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $588,548 | 5,980 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $488,319 | 5,424 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $453,659 | 4,865 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $913,104 | 8,468 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $851,300 | 7,461 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $272,070 | 3,045 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||