LPL Financial
BJRI icon

LPL Financial’s BJ's Restaurants BJRI Stock Holding History

LPL Financial’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 		$527K Sell
8,673
-2,685
-24% -$117K ﹤0.01% 4972
2026
Q1 		$399K Buy
+11,358
New +$454K ﹤0.01% 4966
2017
Q2 		– Sell
-11,691
Closed -$469K – 2814
2017
Q1 		$469K Buy
+11,691
New +$432K ﹤0.01% 1861
2016
Q4 		– Sell
-7,027
Closed -$255K – 2686
2016
Q3 		$255K Sell
7,027
-262
-4% -$10.5K ﹤0.01% 2243
2016
Q2 		$314K Sell
7,289
-1,889
-21% -$83.6K ﹤0.01% 2027
2016
Q1 		$384K Buy
9,178
+3,000
+49% +$128K ﹤0.01% 2345
2015
Q4 		$255K Buy
+6,178
New +$270K ﹤0.01% 2657

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

LPL Financial's BJRI Position: Q2 2026 in Review

LPL Financial reduced its BJ's Restaurants (BJRI) stake by 24% in Q2 2026, selling an estimated $117K and leaving 8,673 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #4972.

LPL Financial first reported a position in BJRI in Q4 2015 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

  • LPL Financial held 8,673 shares of BJ's Restaurants worth $527K as of Q2 2026.
  • LPL Financial sold 2,685 BJ's Restaurants shares in Q2 2026, an estimated $117K.
  • BJ's Restaurants made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4972 holding.
  • LPL Financial first reported a position in BJ's Restaurants in Q4 2015 and has held it in 7 quarters since.
  • 195 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.