Envestnet Portfolio Solutions, Inc.

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1998033 BERWYN, PA

Position in BJ

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$324,894

-$914,016 QoQ

Shares Held

3,725

-70.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#392

of 632 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $33,399,678 across 5 Discount Stores names. BJ ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	16,909	$15,817,862
2	WMT	Walmart Inc.	138,450	$15,680,847
3	TGT	Target Corp	10,310	$1,346,589
4	BJ	BJ's Wholesale Club Holdings, Inc. This page	3,725	$324,894
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	2,985	$229,486

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,894	3,725	-70.4%	Shares	Sole	2026-07-20
2026-03-31	$1,238,910	12,588	-35.9%	Shares	Sole	2026-04-29
2025-12-31	$1,769,269	19,652	-3.1%	Shares	Sole	2026-02-06
2025-09-30	$1,891,576	20,285	-10.5%	Shares	Sole	2025-10-30
2025-06-30	$2,444,398	22,669	+60.5%	Shares	Sole	2025-07-25
2025-03-31	$1,611,776	14,126	-29.4%	Shares	Sole	2025-04-21
2024-12-31	$1,787,268	20,003	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$1,641,187	19,898	+8.5%	Shares	Sole	2024-10-31
2024-06-30	$1,611,073	18,341	-9.9%	Shares	Sole	2024-07-16
2024-03-31	$1,539,174	20,346	+6.3%	Shares	Sole	2024-05-06
2023-12-31	$1,275,939	19,141	-5.2%	Shares	Sole	2024-02-07
2023-09-30	$1,441,674	20,200	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.