OneDigital Investment Advisors LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in BJ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,692,155
-$229,790 QoQ
Shares Held
19,401
-0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#243
of 632 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $38,644,677 across 6 Discount Stores names. BJ ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
17,593 | $16,457,723 | |
| 2 | WMT |
Walmart Inc.
|
141,973 | $16,079,861 | |
| 3 | TGT |
Target Corp
|
28,139 | $3,675,234 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
19,401 | $1,692,155 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
3,431 | $414,979 | |
| 6 | DG |
Dollar General Corp
|
2,821 | $324,725 |
All Filings in BJ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,692,155 | 19,401 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,921,945 | 19,528 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,634,044 | 18,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,869,755 | 20,051 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,169,524 | 10,846 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,370,655 | 20,777 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,020,560 | 22,614 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,873,120 | 22,710 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $827,979 | 9,426 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||