Kestra Investment Management, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1962449
AUSTIN, TX
Position in BJ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$457,259
+$147,016 QoQ
Shares Held
4,646
+34.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Kestra Investment Management, LLC holds $8,368,529 across 5 Discount Stores names.
All Filings in BJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,259 | 4,646 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $310,243 | 3,446 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $300,358 | 3,221 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $492,028 | 4,563 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $520,638 | 4,563 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $590,424 | 6,608 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $428,236 | 5,192 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||