Covestor
BJRI icon

Covestor’s BJ's Restaurants BJRI Stock Holding History

Covestor’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 		$8K Sell
151
-60
-28% -$3.84K 0.01% 1612
2026
Q2 		$13K Sell
211
-15
-7% -$656 0.01% 1356
2026
Q1 		$8K Buy
226
+10
+5% +$400 0.01% 1539
2025
Q4 		$8K Buy
216
+214
+10,700% +$7.6K ﹤0.01% 1678
2025
Q3 		$0 Hold
2
– – ﹤0.01% 2296
2025
Q2 		$0 Sell
2
-1
-33% -$39 ﹤0.01% 2215
2025
Q1 		$0 Hold
3
– – ﹤0.01% 2227
2024
Q4 		$0 Buy
3
+1
+50% +$35 ﹤0.01% 2242
2024
Q3 		$0 Sell
2
-1,289
-100% -$41.6K ﹤0.01% 2227
2024
Q2 		$45K Buy
1,291
+1,288
+42,933% +$44.2K 0.03% 899
2024
Q1 		$0 Buy
+3
New +$104 ﹤0.01% 2242

Other funds holding BJRI

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Covestor's BJRI Position: Q3 2026 in Review

Covestor reduced its BJ's Restaurants (BJRI) stake by 28% in Q3 2026, selling an estimated $3.84K and leaving 151 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1612.

Covestor first reported a position in BJRI in Q1 2024 and has held it in 11 quarters since. The position peaked at $45K in Q2 2024. 126 funds tracked by Wall St. Rank hold BJRI as of Q3 2026.

  • Covestor held 151 shares of BJ's Restaurants worth $8K as of Q3 2026.
  • Covestor sold 60 BJ's Restaurants shares in Q3 2026, an estimated $3.84K.
  • BJ's Restaurants made up 0.01% of Covestor's portfolio in Q3 2026, its #1612 holding.
  • Covestor first reported a position in BJ's Restaurants in Q1 2024 and has held it in 11 quarters since.
  • Covestor's BJ's Restaurants position peaked at $45K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.