Sowell Financial Services LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BJ
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$213,768
+$758 QoQ
Shares Held
2,172
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Sowell Financial Services LLC holds $35,291,433 across 4 Discount Stores names.
All Filings in BJ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,768 | 2,172 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $213,010 | 2,366 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $468,844 | 4,348 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $517,101 | 4,532 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $4,441 | 99 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $26,282 | 705 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,110 | 123 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,279 | 88 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,457 | 175 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||