Rothschild Investment LLC’s BJ's Restaurants BJRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.43K Sell
73
-89,612
-100% -$3.92M ﹤0.01% 2349
2026
Q1
$3.15M Sell
89,685
-6,387
-7% -$255K 0.16% 122
2025
Q4
$3.79M Sell
96,072
-2,823
-3% -$100K 0.21% 103
2025
Q3
$3.02M Sell
98,895
-6,365
-6% -$227K 0.17% 120
2025
Q2
$4.69M Sell
105,260
-4,920
-4% -$194K 0.29% 82
2025
Q1
$3.77M Sell
110,180
-715
-0.6% -$25.4K 0.25% 91
2024
Q4
$3.9M Buy
110,895
+3,835
+4% +$136K 0.26% 86
2024
Q3
$3.49M Buy
107,060
+13,390
+14% +$432K 0.23% 100
2024
Q2
$3.25M Buy
93,670
+22,640
+32% +$777K 0.23% 97
2024
Q1
$2.57M Buy
+71,030
New +$2.47M 0.19% 112
2021
Q1
Sell
-30,135
Closed -$1.16M 469
2020
Q4
$1.16M Sell
30,135
-200
-0.7% -$6.82K 0.11% 180
2020
Q3
$893K Sell
30,335
-8,788
-22% -$226K 0.1% 188
2020
Q2
$819K Sell
39,123
-2,612
-6% -$51.7K 0.1% 183
2020
Q1
$580K Buy
+41,735
New +$1.34M 0.08% 222
2018
Q4
Sell
-7,020
Closed -$507K 370
2018
Q3
$507K Sell
7,020
-40,900
-85% -$2.75M 0.06% 242
2018
Q2
$2.88M Sell
47,920
-16,908
-26% -$907K 0.36% 77
2018
Q1
$2.91M Sell
64,828
-2,225
-3% -$89.6K 0.37% 72
2017
Q4
$2.44M Buy
67,053
+5,825
+10% +$194K 0.27% 93
2017
Q3
$1.86M Sell
61,228
-18,550
-23% -$601K 0.21% 114
2017
Q2
$2.97M Sell
79,778
-842
-1% -$35.7K 0.34% 71
2017
Q1
$3.26M Buy
80,620
+2,730
+4% +$101K 0.38% 65
2016
Q4
$3.06M Sell
77,890
-5,375
-6% -$200K 0.37% 69
2016
Q3
$2.96M Sell
83,265
-47,120
-36% -$1.9M 0.36% 78
2016
Q2
$5.71M Sell
130,385
-2,125
-2% -$94.1K 0.73% 36
2016
Q1
$5.51M Sell
132,510
-25,680
-16% -$1.1M 0.71% 35
2015
Q4
$6.88M Sell
158,190
-4,200
-3% -$184K 0.88% 30
2015
Q3
$6.99M Sell
162,390
-1,100
-0.7% -$51.6K 0.92% 25
2015
Q2
$7.92M Sell
163,490
-250
-0.2% -$12.1K 0.92% 22
2015
Q1
$8.26M Sell
163,740
-19,665
-11% -$968K 0.97% 18
2014
Q4
$9.21M Sell
183,405
-50,295
-22% -$2.21M 1.1% 15
2014
Q3
$8.41M Sell
233,700
-1,255
-0.5% -$44.4K 1.02% 17
2014
Q2
$8.2M Buy
234,955
+221,145
+1,601% +$7.04M 1.05% 19
2014
Q1
$452K Buy
+13,810
New +$416K 0.06% 282

Other funds holding BJRI

Rothschild Investment LLC's BJRI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its BJ's Restaurants (BJRI) stake by 100% in Q2 2026, selling an estimated $3.92M and leaving 73 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Rothschild Investment LLC first reported a position in BJRI in Q1 2014 and has held it in 33 quarters since. The position peaked at $9.21M in Q4 2014. 50 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

  • Rothschild Investment LLC held 73 shares of BJ's Restaurants worth $4.43K as of Q2 2026.
  • Rothschild Investment LLC sold 89,612 BJ's Restaurants shares in Q2 2026, an estimated $3.92M.
  • BJ's Restaurants made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2349 holding.
  • Rothschild Investment LLC first reported a position in BJ's Restaurants in Q1 2014 and has held it in 33 quarters since.
  • Rothschild Investment LLC's BJ's Restaurants position peaked at $9.21M in Q4 2014.
  • 50 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.