Portside Wealth Group, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1978608
Provo, UT
Position in BJ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$552,799
-$98,446 QoQ
Shares Held
6,338
-4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#328
of 632 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $6,170,771 across 5 Discount Stores names. BJ ranks #4 (9.0% of the industry book) .
All Filings in BJ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,799 | 6,338 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $651,245 | 6,617 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $566,738 | 6,295 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $484,527 | 5,196 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $542,599 | 5,032 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $574,607 | 5,036 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $348,465 | 3,900 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $267,894 | 3,248 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $249,289 | 2,838 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $521,985 | 6,900 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $453,621 | 6,805 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $468,472 | 6,564 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $417,441 | 6,625 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||