Cooper Financial Group

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

CIK 1751581 IRVINE, CA

Position in BJ

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$270,033

-$231,810 QoQ

Shares Held

3,096

-39.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#408

of 632 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cooper Financial Group holds $7,993,550 across 4 Discount Stores names. BJ ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	4,208	$3,936,457
2	WMT	Walmart Inc.	31,601	$3,579,129
3	BJ	BJ's Wholesale Club Holdings, Inc. This page	3,096	$270,033
4	TGT	Target Corp	1,592	$207,931

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,033	3,096	-39.3%	Shares	Sole	2026-07-08
2026-03-31	$501,843	5,099	-5.2%	Shares	Sole	2026-04-07
2025-12-31	$484,271	5,379	-4.6%	Shares	Sole	2026-01-08
2025-09-30	$525,836	5,639	-7.7%	Shares	Sole	2025-10-07
2025-06-30	$659,056	6,112	-1.0%	Shares	Sole	2025-07-18
2025-03-31	$704,225	6,172	+5.0%	Shares	Sole	2025-05-12
2024-12-31	$525,020	5,876	+12.2%	Shares	Sole	2025-01-13
2024-09-30	$432,112	5,239	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.