Summit Financial, LLC

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

CIK 1765536 PARSIPPANY, NJ

Position in BJ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$232,615

New position

Shares Held

2,667

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#432

of 632 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $58,832,794 across 5 Discount Stores names. BJ ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	286,143	$32,408,556
2	COST	Costco Wholesale Corp /New	26,539	$24,826,438
3	TGT	Target Corp	8,309	$1,085,238
4	DG	Dollar General Corp	2,432	$279,947
5	BJ	BJ's Wholesale Club Holdings, Inc. This page	2,667	$232,615

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,615	2,667	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.