Empirical Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Empirical Wealth Management’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	$459K	Buy	8,020 +4	+0%	+$256	0.01%	796
2026 Q2	$487K	Sell	8,016 -22	-0.3%	-$962	0.01%	690
2026 Q1	$282K	Buy	8,038 +22	+0.3%	+$880	﹤0.01%	817
2025 Q4	$316K	Hold	8,016	–	–	0.01%	680
2025 Q3	$245K	Sell	8,016 -1	-0%	-$36	﹤0.01%	690
2025 Q2	$358K	Buy	+8,017	New	+$316K	0.01%	488

Other funds holding BJRI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Empirical Wealth Management's BJRI Position: Q3 2026 in Review

Empirical Wealth Management increased its BJ's Restaurants (BJRI) stake by 0.05% in Q3 2026, buying an estimated $256 and bringing the position to 8,020 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #796.

Empirical Wealth Management first reported a position in BJRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $487K in Q2 2026. 112 funds tracked by Wall St. Rank hold BJRI as of Q3 2026.

Empirical Wealth Management held 8,020 shares of BJ's Restaurants worth $459K as of Q3 2026.
Empirical Wealth Management bought 4 BJ's Restaurants shares in Q3 2026, an estimated $256.
BJ's Restaurants made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #796 holding.
Empirical Wealth Management first reported a position in BJ's Restaurants in Q2 2025 and has held it in 6 quarters since.
Empirical Wealth Management's BJ's Restaurants position peaked at $487K in Q2 2026.
112 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.