Jones Financial Companies
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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
Q2 		$3.47K Buy
58
+41
+241% +$1.79K ﹤0.01% 4255
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Woodline Partners
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Jones Financial Companies's BJRI Position: Q2 2026 in Review

Jones Financial Companies increased its BJ's Restaurants (BJRI) stake by 241% in Q2 2026, buying an estimated $1.79K and bringing the position to 58 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #4255.

Jones Financial Companies first reported a position in BJRI in Q2 2013 and has held it in 6 quarters since. The position peaked at $9K in Q2 2013. 195 funds tracked by Wall St. Rank hold BJRI as of Q2 2026.

  • Jones Financial Companies held 58 shares of BJ's Restaurants worth $3.47K as of Q2 2026.
  • Jones Financial Companies bought 41 BJ's Restaurants shares in Q2 2026, an estimated $1.79K.
  • BJ's Restaurants made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4255 holding.
  • Jones Financial Companies first reported a position in BJ's Restaurants in Q2 2013 and has held it in 6 quarters since.
  • Jones Financial Companies's BJ's Restaurants position peaked at $9K in Q2 2013.
  • 195 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.