EverSource Wealth Advisors’s BJ's Restaurants BJRI Stock Holding History

EverSource Wealth Advisors’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	$13.8K	Buy	227 +54	+31%	+$2.36K	﹤0.01%	2703
2026 Q1	$6.07K	Buy	173 +10	+6%	+$400	﹤0.01%	3170
2025 Q4	$6.42K	Buy	163 +5	+3%	+$178	﹤0.01%	3000
2025 Q3	$4.82K	Sell	158 -26	-14%	-$928	﹤0.01%	3165
2025 Q2	$8.21K	Buy	184 +20	+12%	+$789	﹤0.01%	2940
2025 Q1	$5.62K	Buy	164 +24	+17%	+$852	﹤0.01%	2435
2024 Q4	$4.92K	Sell	140 -198	-59%	-$7.02K	﹤0.01%	2357
2024 Q3	$11K	Hold	338	–	–	﹤0.01%	1809
2024 Q2	$10.7K	Hold	338	–	–	﹤0.01%	1820
2024 Q1	$11K	Hold	338	–	–	﹤0.01%	1639
2023 Q4	$12.2K	Buy	338 +130	+63%	+$3.7K	﹤0.01%	1474
2023 Q3	$4.88K	Hold	208	–	–	﹤0.01%	1718
2023 Q2	$6.61K	Hold	208	–	–	﹤0.01%	1613
2023 Q1	$6.06K	Hold	208	–	–	﹤0.01%	1573
2022 Q4	$5.49K	Sell	208 -56	-21%	-$1.64K	﹤0.01%	1562
2022 Q3	$6K	Sell	264 -214	-45%	-$5.27K	﹤0.01%	1277
2022 Q2	$11K	Buy	478 +381	+393%	+$9.81K	﹤0.01%	1003
2022 Q1	$3K	Buy	97 +67	+223%	+$2.04K	﹤0.01%	1395
2021 Q4	$1K	Buy	+30	New	+$1.07K	﹤0.01%	1682

Other funds holding BJRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

EverSource Wealth Advisors's BJRI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its BJ's Restaurants (BJRI) stake by 31% in Q2 2026, buying an estimated $2.36K and bringing the position to 227 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

EverSource Wealth Advisors first reported a position in BJRI in Q4 2021 and has held it in 19 quarters since. 195 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

EverSource Wealth Advisors held 227 shares of BJ's Restaurants worth $13.8K as of Q2 2026.
EverSource Wealth Advisors bought 54 BJ's Restaurants shares in Q2 2026, an estimated $2.36K.
BJ's Restaurants made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2703 holding.
EverSource Wealth Advisors first reported a position in BJ's Restaurants in Q4 2021 and has held it in 19 quarters since.
195 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.