Wealth Enhancement Advisory Services
BJRI icon

Wealth Enhancement Advisory Services’s BJ's Restaurants BJRI Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-6,557
Closed -$284K – 3605
2025
Q4 		$284K Sell
6,557
-953
-13% -$33.9K ﹤0.01% 2970
2025
Q3 		$231K Sell
7,510
-72
-0.9% -$2.57K ﹤0.01% 3001
2025
Q2 		$349K Buy
7,582
+181
+2% +$7.14K ﹤0.01% 2514
2025
Q1 		$254K Buy
+7,401
New +$263K ﹤0.01% 2570

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
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's BJRI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of BJ's Restaurants (BJRI) in Q1 2026, closing a stake of 6,557 shares — an estimated $284K sold.

Wealth Enhancement Advisory Services first reported a position in BJRI in Q1 2025 and held it in 4 quarters. The position peaked at $349K in Q2 2025. 192 funds tracked by Wall St. Rank hold BJRI as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining BJ's Restaurants position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,557 BJ's Restaurants shares in Q1 2026, an estimated $284K.
  • Wealth Enhancement Advisory Services first reported a position in BJ's Restaurants in Q1 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's BJ's Restaurants position peaked at $349K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.