Root Financial Partners
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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
Q3 		$1.38K Buy
+24
New +$1.54K ﹤0.01% 2801
2026
Q2 		– Sell
-17
Closed -$597 – 755
2026
Q1 		$597 Buy
+17
New +$680 ﹤0.01% 2803

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Emerald Advisers
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Root Financial Partners's BJRI Position: Q3 2026 in Review

Root Financial Partners opened a new position in BJ's Restaurants (BJRI) in Q3 2026: 24 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #2801 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BJRI as recently as Q1 2026.

Root Financial Partners first reported a position in BJRI in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold BJRI as of Q3 2026.

  • Root Financial Partners held 24 shares of BJ's Restaurants worth $1.38K as of Q3 2026.
  • BJ's Restaurants was a new Root Financial Partners position in Q3 2026.
  • BJ's Restaurants made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2801 holding.
  • Root Financial Partners first reported a position in BJ's Restaurants in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.