Strategic Investment Advisors / MI

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

CIK 1760540 FARMINGTON HILLS, MI

Position in BJ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$140,947

-$85,812 QoQ

Shares Held

1,616

-29.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#454

of 632 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $2,986,492 across 3 Discount Stores names. BJ ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	13,792	$1,562,081
2	COST	Costco Wholesale Corp /New	1,372	$1,283,464
3	BJ	BJ's Wholesale Club Holdings, Inc. This page	1,616	$140,947

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,947	1,616	-29.9%	Shares	Sole	2026-08-14
2026-03-31	$226,759	2,304	-15.3%	Shares	Sole	2026-05-18
2025-09-30	$253,640	2,720	—	Shares	Sole	2025-12-17
No filing history on record for this holder in this stock.