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Summit Securities Group’s BJ's Restaurants BJRI Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-2,024
Closed -$69.3K – 1100
2025
Q1 		$69.3K Buy
+2,024
New +$71.8K 0.01% 269
2024
Q4 		– Sell
-45
Closed -$1K – 652
2024
Q3 		$1K Buy
+45
New +$1.45K ﹤0.01% 505

Other funds holding BJRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Summit Securities Group's BJRI Position: Q2 2025 in Review

Summit Securities Group sold out of BJ's Restaurants (BJRI) in Q2 2025, closing a stake of 2,024 shares — an estimated $69.3K sold.

Summit Securities Group first reported a position in BJRI in Q3 2024 and held it in 2 quarters. The position peaked at $69.3K in Q1 2025. 187 funds tracked by Wall St. Rank hold BJRI as of Q2 2025.

  • Summit Securities Group reported no remaining BJ's Restaurants position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,024 BJ's Restaurants shares in Q2 2025, an estimated $69.3K.
  • Summit Securities Group first reported a position in BJ's Restaurants in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's BJ's Restaurants position peaked at $69.3K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.