Somerset Trust’s BJ's Restaurants BJRI Stock Holding History

Somerset Trust’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	$359K	Buy	5,913 +33	+0.6%	+$1.44K	0.1%	124
2026 Q1	$206K	Buy	5,880 +1	+0%	+$40	0.06%	168
2025 Q4	$232K	Buy	+5,879	New	+$209K	0.07%	163
2025 Q3	–	Sell	-4,678	Closed	-$209K	–	182
2025 Q2	$209K	Buy	+4,678	New	+$185K	0.07%	177
2019 Q2	–	Sell	-795	Closed	-$38K	–	112
2019 Q1	$38K	Buy	795 +454	+133%	+$22.8K	0.02%	134
2018 Q4	$17K	Buy	341 +307	+903%	+$18.5K	0.01%	126
2018 Q3	$2K	Buy	+34	New	+$2.28K	﹤0.01%	141
2017 Q2	–	Sell	-105	Closed	-$4K	–	143
2017 Q1	$4K	Buy	+105	New	+$3.88K	﹤0.01%	149

Other funds holding BJRI

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return