Creative Planning
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Creative Planning’s BJ's Restaurants BJRI Stock Holding History

Creative Planning’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.89M Buy
80,452
+31,352
+64% +$1.37M ﹤0.01% 1427
2026
Q1 		$1.72M Buy
49,100
+11,690
+31% +$468K ﹤0.01% 2021
2025
Q4 		$1.47M Buy
37,410
+21,160
+130% +$752K ﹤0.01% 1969
2025
Q3 		$496K Buy
16,250
+4,403
+37% +$157K ﹤0.01% 2732
2025
Q2 		$528K Buy
11,847
+2,112
+22% +$83.3K ﹤0.01% 2427
2025
Q1 		$334K Sell
9,735
-3,165
-25% -$112K ﹤0.01% 2654
2024
Q4 		$453K Buy
12,900
+1,386
+12% +$49.1K ﹤0.01% 2319
2024
Q3 		$375K Sell
11,514
-106
-0.9% -$3.42K ﹤0.01% 2343
2024
Q2 		$403K Buy
11,620
+2,477
+27% +$85K ﹤0.01% 2119
2024
Q1 		$331K Buy
9,143
+1,581
+21% +$55K ﹤0.01% 2172
2023
Q4 		$272K Buy
7,562
+7,517
+16,704% +$214K ﹤0.01% 2157
2023
Q3 		$1.06K Buy
+45
New +$1.39K ﹤0.01% 2833
2017
Q3 		– Sell
-100
Closed -$4K – 2084
2017
Q2 		$4K Hold
100
– – ﹤0.01% 4075
2017
Q1 		$4K Hold
100
– – ﹤0.01% 4032
2016
Q4 		$4K Hold
100
– – ﹤0.01% 4033
2016
Q3 		$4K Hold
100
– – ﹤0.01% 3953
2016
Q2 		$4K Hold
100
– – ﹤0.01% 3731
2016
Q1 		$4K Sell
100
-48
-32% -$2.05K ﹤0.01% 3675
2015
Q4 		$6K Buy
148
+48
+48% +$2.1K ﹤0.01% 3570
2015
Q3 		$4K Buy
+100
New +$4.69K ﹤0.01% 3694
2014
Q4 		– Sell
-50
Closed -$2K – 4154
2014
Q3 		$2K Buy
+50
New +$1.77K ﹤0.01% 3633
2013
Q4 		– Sell
-155
Closed -$4K – 3321
2013
Q3 		$4K Buy
+155
New +$5.24K ﹤0.01% 2786

Other funds holding BJRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Creative Planning's BJRI Position: Q2 2026 in Review

Creative Planning increased its BJ's Restaurants (BJRI) stake by 64% in Q2 2026, buying an estimated $1.37M and bringing the position to 80,452 shares worth $4.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Creative Planning first reported a position in BJRI in Q3 2013 and has held it in 22 quarters since. 196 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

  • Creative Planning held 80,452 shares of BJ's Restaurants worth $4.89M as of Q2 2026.
  • Creative Planning bought 31,352 BJ's Restaurants shares in Q2 2026, an estimated $1.37M.
  • BJ's Restaurants made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1427 holding.
  • Creative Planning first reported a position in BJ's Restaurants in Q3 2013 and has held it in 22 quarters since.
  • 196 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.