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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

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 $3.38T AUM 44.17% 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

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. 195 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.
  • 195 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.