Cerity Partners’s BJ's Restaurants BJRI Stock Holding History

Cerity Partners’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	-29,322	Closed	-$1.16M	–	3256
2025 Q4	$1.16M	Buy	29,322 +4,617	+19%	+$164K	﹤0.01%	1642
2025 Q3	$754K	Buy	24,705 +4,606	+23%	+$164K	﹤0.01%	1743
2025 Q2	$896K	Buy	20,099 +3,454	+21%	+$136K	﹤0.01%	1566
2025 Q1	$570K	Buy	+16,645	New	+$591K	﹤0.01%	1687
2024 Q2	–	Sell	-7,565	Closed	-$274K	–	2246
2024 Q1	$274K	Buy	+7,565	New	+$263K	﹤0.01%	1914

Other funds holding BJRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Cerity Partners's BJRI Position: Q1 2026 in Review

Cerity Partners sold out of BJ's Restaurants (BJRI) in Q1 2026, closing a stake of 29,322 shares — an estimated $1.16M sold.

Cerity Partners first reported a position in BJRI in Q1 2024 and held it in 5 quarters. The position peaked at $1.16M in Q4 2025. 192 funds tracked by Wall St. Rank hold BJRI as of Q1 2026.

Cerity Partners reported no remaining BJ's Restaurants position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 29,322 BJ's Restaurants shares in Q1 2026, an estimated $1.16M.
Cerity Partners first reported a position in BJ's Restaurants in Q1 2024 and held it in 5 quarters.
Cerity Partners's BJ's Restaurants position peaked at $1.16M in Q4 2025.
192 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.