Jones Financial Companies
BJRI icon

Jones Financial Companies’s BJ's Restaurants BJRI Stock Holding History

Jones Financial Companies’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 		$591 Sell
17
-200
-92% -$8K ﹤0.01% 4461
2025
Q4 		$8.55K Hold
217
– – ﹤0.01% 3282
2025
Q3 		$6.57K Buy
217
+200
+1,176% +$7.14K ﹤0.01% 3260
2025
Q2 		$759 Buy
+17
New +$671 ﹤0.01% 3720
2013
Q3 		– Sell
-240
Closed -$9K – 723
2013
Q2 		$9K Buy
+240
New +$8.55K ﹤0.01% 604

Other funds holding BJRI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Jones Financial Companies's BJRI Position: Q1 2026 in Review

Jones Financial Companies reduced its BJ's Restaurants (BJRI) stake by 92% in Q1 2026, selling an estimated $8K and leaving 17 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #4461.

Jones Financial Companies first reported a position in BJRI in Q2 2013 and has held it in 5 quarters since. The position peaked at $9K in Q2 2013. 191 funds tracked by Wall St. Rank hold BJRI as of Q1 2026.

  • Jones Financial Companies held 17 shares of BJ's Restaurants worth $591 as of Q1 2026.
  • Jones Financial Companies sold 200 BJ's Restaurants shares in Q1 2026, an estimated $8K.
  • BJ's Restaurants made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4461 holding.
  • Jones Financial Companies first reported a position in BJ's Restaurants in Q2 2013 and has held it in 5 quarters since.
  • Jones Financial Companies's BJ's Restaurants position peaked at $9K in Q2 2013.
  • 191 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.