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Pinnacle Wealth Planning Services’s BJ's Restaurants BJRI Stock Holding History

Pinnacle Wealth Planning Services’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 		$29K Buy
478
+10
+2% +$437 ﹤0.01% 1614
2026
Q1 		$16.4K Sell
468
-104
-18% -$4.16K ﹤0.01% 1792
2025
Q4 		$22.5K Buy
+572
New +$20.3K ﹤0.01% 1660

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

Pinnacle Wealth Planning Services's BJRI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BJ's Restaurants (BJRI) stake by 2.1% in Q2 2026, buying an estimated $437 and bringing the position to 478 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Pinnacle Wealth Planning Services first reported a position in BJRI in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 478 shares of BJ's Restaurants worth $29K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 BJ's Restaurants shares in Q2 2026, an estimated $437.
  • BJ's Restaurants made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1614 holding.
  • Pinnacle Wealth Planning Services first reported a position in BJ's Restaurants in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.