ELEVATION WEALTH PARTNERS, LLC BJ — BJS WHSL CLUB HLDGS INC

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  4 quarters on record

AI Ownership Summary

ELEVATION WEALTH PARTNERS, LLC reported BJS WHSL CLUB HLDGS INC (BJ) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows BJ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION WEALTH PARTNERS, LLC's position in BJS WHSL CLUB HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BJ stock page ELEVATION WEALTH PARTNERS, LLC fund profile ELEVATION WEALTH PARTNERS, LLC full holdings
How ELEVATION WEALTH PARTNERS, LLC held BJ — position size vs. price
% of Fund (quarterly)    BJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 238 +230 +2875.0% 0.01% $22K 2026-10-07 $95.90
2026 Q2 REDUCED 95.7% +11.0% ❌ 8 -176 -95.7% 0.00% $698 2026-07-08 $86.71
2026 Q1 ADDED — — — 184 +67 +57.3% 0.01% $18K 2026-04-14 $91.72
2025 Q4 INITIATED — — — 117 — — 0.00% $11K 2026-01-09 $89.94

🏢 Other funds also holding BJ

As of 2026 Q3 — sorted by position size

Cox Capital Mgt LLC 3Y 7Y 1.37% Bell Asset Management Ltd 3Y 7Y 0.71% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.22% DIVERSIFIED MANAGEMENT INC 0.21% Ridgewood Investments LLC 3Y 7Y 0.19% Davis Capital Management 3Y 0.03% GAMMA Investing LLC 0.03% Cooper Financial Group 3Y 7Y 0.02% Roxbury Financial LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About ELEVATION WEALTH PARTNERS, LLC and BJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION WEALTH PARTNERS, LLC reported owning BJ?

ELEVATION WEALTH PARTNERS, LLC reported BJ across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported BJ position in ELEVATION WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for BJ was 0.01% in 2026 Q1.

What is the latest reported BJ position on this page?

The most recent filing on this page is 2026 Q3, when ELEVATION WEALTH PARTNERS, LLC reported 238 shares, equal to 0.01% of portfolio, with an estimated market value of $22K.

What does the chart on this BJ ownership page compare?

The chart compares ELEVATION WEALTH PARTNERS, LLC's quarterly BJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ELEVATION WEALTH PARTNERS, LLC time their BJ position?

Based on 13F filing dates vs. subsequent BJ price moves, ELEVATION WEALTH PARTNERS, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BJ relative to SPY over the holding period was -7.4%.

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