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Wellspring Financial Advisors, LLC

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

CIK 1811308 CLEVELAND, OH

Position in BJ

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$239,751
+$6,754 QoQ
Shares Held
2,436
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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, 2026

Wellspring Financial Advisors, LLC holds $6,737,298 across 2 Discount Stores names.

# Ticker Company Shares Value (USD) Open

All Filings in BJ

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $239,751 2,436
2025-12-31 $232,997 2,588