Sendero Wealth Management, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1639375
SAN ANTONIO, TX
Position in BJ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$650,050
+$198,205 QoQ
Shares Held
7,453
+62.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#307
of 632 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Sendero Wealth Management, LLC holds $1,619,328 across 2 Discount Stores names. BJ ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
8,558 | $969,278 | |
| 2 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
7,453 | $650,050 |
All Filings in BJ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,050 | 7,453 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $451,845 | 4,591 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $413,327 | 4,591 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $428,110 | 4,591 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $495,046 | 4,591 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,091,937 | 9,570 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $868,571 | 9,721 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $801,788 | 9,721 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $1,196,029 | 13,616 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $930,419 | 12,299 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $819,851 | 12,299 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $705,635 | 9,887 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $528,464 | 8,387 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $422,949 | 5,560 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $266,624 | 4,030 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $232,263 | 3,190 | Shares | Other | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||