Position in BJ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$915,984
-$54,437 QoQ
Shares Held
10,502
+6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#280
of 632 holders
Holding Since
Jun 2020
23 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, 2026IFP Advisors, Inc holds $48,839,619 across 8 Discount Stores names. BJ ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
29,628 | $27,716,105 | |
| 2 | WMT |
Walmart Inc.
|
154,200 | $17,464,692 | |
| 3 | TGT |
Target Corp
|
7,819 | $1,021,239 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
10,502 | $915,984 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
10,275 | $789,942 | |
| 6 | DG |
Dollar General Corp
|
5,735 | $660,155 | |
| 7 | DLTR |
Dollar Tree, Inc.
|
2,185 | $264,275 | |
| 8 | PSMT |
Pricesmart Inc
|
37 | $7,227 |
All Filings in BJ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,984 | 10,502 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $970,421 | 9,860 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $167,995 | 1,866 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $175,869 | 1,886 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $214,042 | 1,985 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $58,191 | 510 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $37,348 | 418 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,455 | 345 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $31,534 | 359 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,009 | 53 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,933 | 44 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,423 | 90 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,607 | 89 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,445 | 19 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $30 | 1,222 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $61,087 | 839 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,866 | 46 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $473 | 7 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $44,860 | 1,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $37,280 | 1,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $72,712 | 1,750 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $92,243 | 2,475 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||