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Root Financial Partners’s BJ's Restaurants BJRI Stock Holding History

Root Financial Partners’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 		– Sell
-17
Closed -$597 – 755
2026
Q1 		$597 Buy
+17
New +$680 ﹤0.01% 2803

Other funds holding BJRI

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Root Financial Partners's BJRI Position: Q2 2026 in Review

Root Financial Partners sold out of BJ's Restaurants (BJRI) in Q2 2026, closing a stake of 17 shares — an estimated $597 sold.

Root Financial Partners first reported a position in BJRI in Q1 2026 and held it in 1 quarter. The position peaked at $597 in Q1 2026. 32 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

  • Root Financial Partners reported no remaining BJ's Restaurants position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 17 BJ's Restaurants shares in Q2 2026, an estimated $597.
  • Root Financial Partners first reported a position in BJ's Restaurants in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BJ's Restaurants position peaked at $597 in Q1 2026.
  • 32 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.