Root Financial Partners, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1977181
ENCINITAS, CA
Position in BJ
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$44,682
+$10,111 QoQ
Shares Held
454
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Root Financial Partners, LLC holds $4,388,636 across 3 Discount Stores names.
All Filings in BJ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,682 | 454 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,571 | 384 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $28,627 | 307 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||