KINGSWOOD WEALTH ADVISORS, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1987855
SAN DIEGO, CA
Position in BJ
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$202,056
-$29,452 QoQ
Shares Held
2,053
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $23,684,238 across 4 Discount Stores names.
All Filings in BJ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,056 | 2,053 | Shares | Sole | 2026-04-28 | |
| 2025-03-31 | $231,508 | 2,029 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||