Ellevest, Inc.

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1644128 NEW YORK, NY

Position in BJ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$278,929

-$1,174 QoQ

Shares Held

3,198

+12.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#404

of 632 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Ellevest, Inc. holds $2,322,460 across 6 Discount Stores names. BJ ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	33,918	$972,491
2	DLTR	Dollar Tree, Inc.	2,792	$337,692
3	BJ	BJ's Wholesale Club Holdings, Inc. This page	3,198	$278,929
4	TGT	Target Corp	2,006	$262,003
5	WMT	Walmart Inc.	2,142	$242,602
6	PSMT	Pricesmart Inc	1,171	$228,743

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,929	3,198	+12.4%	Shares	Sole	2026-08-10
2026-03-31	$280,103	2,846	-5.4%	Shares	Sole	2026-05-11
2025-03-31	$343,098	3,007	+15.7%	Shares	Sole	2025-05-14
2024-12-31	$232,220	2,599	+4.4%	Shares	Sole	2025-02-14
2024-06-30	$218,721	2,490	+66.1%	Shares	Sole	2024-08-14
2023-03-31	$114,028	1,499	+41.3%	Shares	Sole	2023-05-04
2022-12-31	$70,195	1,061	-32.9%	Shares	Sole	2023-02-03
2022-09-30	$115,112	1,581	+778.3%	Shares	Sole	2022-11-02
2022-06-30	$11,217	180	+65.1%	Shares	Sole	2022-07-18
2022-03-31	$7,369	109	+275.9%	Shares	Sole	2022-04-19
2021-12-31	$1,942	29	0.0%	Shares	Sole	2022-01-24
2021-09-30	$1,592	29	-65.5%	Shares	Sole	2021-10-19
2021-06-30	$3,996	84	+42.4%	Shares	Sole	2021-07-13
2021-03-31	$2,646	59	+9.3%	Shares	Sole	2021-05-03
2020-12-31	$2,013	54	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.