Financial Strategies Group, Inc.
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1774343
OKEMOS, MI
Position in BJ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,085,540
-$25,720 QoQ
Shares Held
12,446
+10.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#268
of 632 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Financial Strategies Group, Inc. holds $1,498,712 across 2 Discount Stores names. BJ ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
12,446 | $1,085,540 | |
| 2 | WMT |
Walmart Inc.
|
3,648 | $413,172 |
All Filings in BJ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,540 | 12,446 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,111,260 | 11,291 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $952,427 | 10,579 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $938,934 | 10,069 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $753,408 | 6,987 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $697,151 | 6,110 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $601,950 | 6,737 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $466,094 | 5,651 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $395,807 | 4,506 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $210,609 | 2,784 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||