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Wealth Preservation Advisors’s BJ's Restaurants BJRI Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-30
Closed -$1.05K – 189
2026
Q1 		$1.05K Buy
+30
New +$1.2K ﹤0.01% 687

Other funds holding BJRI

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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 $3.37T AUM 44.26% 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

Wealth Preservation Advisors's BJRI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of BJ's Restaurants (BJRI) in Q2 2026, closing a stake of 30 shares — an estimated $1.05K sold.

Wealth Preservation Advisors first reported a position in BJRI in Q1 2026 and held it in 1 quarter. The position peaked at $1.05K in Q1 2026. 195 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining BJ's Restaurants position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 30 BJ's Restaurants shares in Q2 2026, an estimated $1.05K.
  • Wealth Preservation Advisors first reported a position in BJ's Restaurants in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's BJ's Restaurants position peaked at $1.05K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.