Pinnacle Wealth Planning Services, Inc. BJRI — BJS RESTAURANTS INC

Ownership history in Pinnacle Wealth Planning Services, Inc.  ·  4 quarters on record

AI Ownership Summary

Pinnacle Wealth Planning Services, Inc. reported BJS RESTAURANTS INC (BJRI) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows BJRI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BJRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Wealth Planning Services, Inc.'s position in BJS RESTAURANTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BJRI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BJRI stock page Pinnacle Wealth Planning Services, Inc. fund profile Pinnacle Wealth Planning Services, Inc. full holdings
How Pinnacle Wealth Planning Services, Inc. held BJRI — position size vs. price
% of Fund (quarterly)    BJRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 455 -23 -4.8% 0.00% $26K 2026-10-27 $57.46
2026 Q2 ADDED — — — 478 +10 +2.1% 0.00% $29K 2026-08-07 $69.55
2026 Q1 REDUCED 18.2% +69.2% ❌ 468 -104 -18.2% 0.00% $16K 2026-05-11 $42.11
2025 Q4 INITIATED — — — 572 — — 0.00% $23K 2026-02-13 $40.54

🏢 Other funds also holding BJRI

As of 2026 Q3 — sorted by position size

BURNEY CO/ 3Y 7Y 0.19% Somerset Trust Co 3Y 7Y 0.09% State of Wyoming 3Y 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.01% Ares Financial Consulting, LLC 0.01% VIRGINIA RETIREMENT SYSTEMS ET Al 3Y 7Y 0.01% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.01% BOKF, NA 3Y 7Y 0.01% NEW YORK STATE TEACHERS RETIREMENT SYSTEM 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About Pinnacle Wealth Planning Services, Inc. and BJRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Wealth Planning Services, Inc. reported owning BJRI?

Pinnacle Wealth Planning Services, Inc. reported BJRI across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported BJRI position in Pinnacle Wealth Planning Services, Inc.'s portfolio?

The largest reported portfolio weight for BJRI was 0.00% in 2026 Q2.

What is the latest reported BJRI position on this page?

The most recent filing on this page is 2026 Q3, when Pinnacle Wealth Planning Services, Inc. reported 455 shares, equal to 0.00% of portfolio, with an estimated market value of $26K.

What does the chart on this BJRI ownership page compare?

The chart compares Pinnacle Wealth Planning Services, Inc.'s quarterly BJRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pinnacle Wealth Planning Services, Inc. time their BJRI position?

Based on 13F filing dates vs. subsequent BJRI price moves, Pinnacle Wealth Planning Services, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BJRI relative to SPY over the holding period was +5840.7%.

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