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Sheets Smith Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Sheets Smith 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
2025
Q3 		– Sell
-11,079
Closed -$494K – 405
2025
Q2 		$494K Buy
+11,079
New +$437K 0.06% 285

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Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Sheets Smith Wealth Management's BJRI Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of BJ's Restaurants (BJRI) in Q3 2025, closing a stake of 11,079 shares — an estimated $494K sold.

Sheets Smith Wealth Management first reported a position in BJRI in Q2 2025 and held it in 1 quarter. The position peaked at $494K in Q2 2025. 179 funds tracked by Wall St. Rank hold BJRI as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining BJ's Restaurants position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,079 BJ's Restaurants shares in Q3 2025, an estimated $494K.
  • Sheets Smith Wealth Management first reported a position in BJ's Restaurants in Q2 2025 and held it in 1 quarter.
  • Sheets Smith Wealth Management's BJ's Restaurants position peaked at $494K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.