AssetMark Inc
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AssetMark Inc’s BJ's Restaurants BJRI Stock Holding History

AssetMark Inc’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
Q3 		$401 Buy
+7
New +$448 ﹤0.01% 3462
2021
Q2 		– Sell
-57
Closed -$3K – 1332
2021
Q1 		$3K Hold
57
– – ﹤0.01% 1094
2020
Q4 		$2K Buy
+57
New +$1.94K ﹤0.01% 1179
2020
Q2 		– Sell
-13
Closed – – 1262
2020
Q1 		$0 Sell
13
-13
-50% -$418 ﹤0.01% 1367
2019
Q4 		$1K Hold
26
– – ﹤0.01% 1292
2019
Q3 		$1K Buy
26
+4
+18% +$154 ﹤0.01% 1217
2019
Q2 		$1K Buy
22
+6
+38% +$275 ﹤0.01% 1215
2019
Q1 		$1K Sell
16
-28
-64% -$1.4K ﹤0.01% 1219
2018
Q4 		$2K Sell
44
-87
-66% -$5.25K ﹤0.01% 1203
2018
Q3 		$9K Sell
131
-7
-5% -$470 ﹤0.01% 1062
2018
Q2 		$8K Buy
138
+15
+12% +$805 ﹤0.01% 1077
2018
Q1 		$6K Buy
123
+70
+132% +$2.82K ﹤0.01% 1121
2017
Q4 		$2K Sell
53
-19
-26% -$634 ﹤0.01% 1429
2017
Q3 		$2K Buy
72
+1
+1% +$32 ﹤0.01% 1257
2017
Q2 		$3K Buy
71
+7
+11% +$297 ﹤0.01% 1168
2017
Q1 		$3K Buy
64
+2
+3% +$74 ﹤0.01% 1073
2016
Q4 		$2K Sell
62
-23
-27% -$857 ﹤0.01% 1125
2016
Q3 		$3K Buy
85
+8
+10% +$322 ﹤0.01% 1084
2016
Q2 		$3K Buy
+77
New +$3.41K ﹤0.01% 1059

Other funds holding BJRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

AssetMark Inc's BJRI Position: Q3 2026 in Review

AssetMark Inc opened a new position in BJ's Restaurants (BJRI) in Q3 2026: 7 shares worth $401. The stake represents ﹤0.01% of the portfolio and ranks #3462 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in BJRI as recently as Q1 2021.

AssetMark Inc first reported a position in BJRI in Q2 2016 and has held it in 19 quarters since. The position peaked at $9K in Q3 2018. 102 funds tracked by Wall St. Rank hold BJRI as of Q3 2026.

  • AssetMark Inc held 7 shares of BJ's Restaurants worth $401 as of Q3 2026.
  • BJ's Restaurants was a new AssetMark Inc position in Q3 2026.
  • BJ's Restaurants made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3462 holding.
  • AssetMark Inc first reported a position in BJ's Restaurants in Q2 2016 and has held it in 19 quarters since.
  • AssetMark Inc's BJ's Restaurants position peaked at $9K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.