Ascentis Independent Advisors
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1845003
DALLAS, TX
Position in BJ
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$282,465
+$48,838 QoQ
Shares Held
2,870
+10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
All Filings in BJ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,465 | 2,870 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $233,627 | 2,595 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $226,131 | 2,425 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $252,969 | 2,346 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $289,699 | 2,539 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $205,236 | 2,297 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $136,238 | 1,652 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $299,639 | 3,939 | Shares | Sole | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||