True Wealth Design’s BJ's Restaurants BJRI Stock Holding History

True Wealth Design’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	$1.15K	Buy	19 +17	+850%	+$744	﹤0.01%	1926
2026 Q1	$71	Sell	2 -3	-60%	-$120	﹤0.01%	2519
2025 Q4	$197	Buy	5 +3	+150%	+$107	﹤0.01%	2231
2025 Q3	$62	Sell	2 -9	-82%	-$321	﹤0.01%	2542
2025 Q2	$491	Buy	11 +3	+38%	+$118	﹤0.01%	1752
2025 Q1	$275	Buy	+8	New	+$284	﹤0.01%	1814

Other funds holding BJRI

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

True Wealth Design's BJRI Position: Q2 2026 in Review

True Wealth Design increased its BJ's Restaurants (BJRI) stake by 850% in Q2 2026, buying an estimated $744 and bringing the position to 19 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

True Wealth Design first reported a position in BJRI in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

True Wealth Design held 19 shares of BJ's Restaurants worth $1.15K as of Q2 2026.
True Wealth Design bought 17 BJ's Restaurants shares in Q2 2026, an estimated $744.
BJ's Restaurants made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1926 holding.
True Wealth Design first reported a position in BJ's Restaurants in Q1 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.