Clearstead Trust’s BJ's Restaurants BJRI Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-7	Closed	-$214	–	1073
2025 Q3	$214	Hold	7	–	–	﹤0.01%	1494
2025 Q2	$313	Buy	+7	New	+$276	﹤0.01%	1420

Other funds holding BJRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Clearstead Trust's BJRI Position: Q4 2025 in Review

Clearstead Trust sold out of BJ's Restaurants (BJRI) in Q4 2025, closing a stake of 7 shares — an estimated $214 sold.

Clearstead Trust first reported a position in BJRI in Q2 2025 and held it in 2 quarters. The position peaked at $313 in Q2 2025. 184 funds tracked by Wall St. Rank hold BJRI as of Q4 2025.

Clearstead Trust reported no remaining BJ's Restaurants position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 7 BJ's Restaurants shares in Q4 2025, an estimated $214.
Clearstead Trust first reported a position in BJ's Restaurants in Q2 2025 and held it in 2 quarters.
Clearstead Trust's BJ's Restaurants position peaked at $313 in Q2 2025.
184 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.