Ethic Inc.

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

CIK 1780570 NEW YORK, NY

Position in BJ

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,168,376

-$50,798 QoQ

Shares Held

24,861

+10.3% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#221

of 632 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

Ethic Inc. holds $55,869,918 across 7 Discount Stores names. BJ ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	170,782	$19,342,769
2	COST	Costco Wholesale Corp /New	19,930	$18,643,917
3	DLTR	Dollar Tree, Inc.	56,158	$6,792,310
4	TGT	Target Corp	35,944	$4,694,645
5	DG	Dollar General Corp	24,589	$2,830,439
6	BJ	BJ's Wholesale Club Holdings, Inc. This page	24,861	$2,168,376
7	PSMT	Pricesmart Inc	7,154	$1,397,462

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,168,376	24,861	+10.3%	Shares	Sole	2026-07-29
2026-03-31	$2,219,174	22,548	+35.3%	Shares	Sole	2026-04-27
2025-12-31	$1,500,710	16,669	+1.4%	Shares	Sole	2026-02-03
2025-09-30	$1,533,496	16,445	-7.6%	Shares	Sole	2025-10-17
2025-06-30	$1,918,727	17,794	-34.7%	Shares	Sole	2025-07-30
2025-03-31	$3,108,996	27,248	+5.8%	Shares	Sole	2025-05-13
2024-12-31	$2,301,834	25,762	+254.7%	Shares	Sole	2025-02-14
2024-09-30	$599,134	7,264	-67.6%	Shares	Sole	2024-11-13
2024-06-30	$1,970,514	22,433	+208.8%	Shares	Sole	2024-08-13
2024-03-31	$549,521	7,264	+19.0%	Shares	Sole	2024-05-13
2023-12-31	$406,825	6,103	-17.1%	Shares	Sole	2024-02-14
2023-09-30	$525,425	7,362	+73.8%	Shares	Sole	2023-11-14
2023-06-30	$266,847	4,235	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.