UBS Group’s BJ's Restaurants BJRI Stock Holding History

UBS 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
2023 Q3	–	Sell	-50,600	Closed	-$1.61M	–	9470
2023 Q2	$1.61M	Buy	+50,600	New	+$1.54M	﹤0.01%	3748
2018 Q2	–	Sell	-67,500	Closed	-$3.03M	–	7977
2018 Q1	$3.03M	Buy	+67,500	New	+$2.72M	﹤0.01%	2758
2015 Q2	–	Sell	-300	Closed	-$15K	–	8488
2015 Q1	$15K	Sell	300 -5,000	-94%	-$246K	﹤0.01%	7276
2014 Q4	$266K	Buy	+5,300	New	+$232K	﹤0.01%	4769

Other funds holding BJRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

UBS Group's BJRI Position: Q1 2026 in Review

UBS Group increased its BJ's Restaurants (BJRI) stake by 145% in Q1 2026, buying an estimated $9.05M and bringing the position to 382,719 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

UBS Group first reported a position in BJRI in Q4 2014 and has held it in 46 quarters since. The position peaked at $44.3M in Q3 2025. 191 funds tracked by Wall St. Rank hold BJRI as of Q1 2026.

UBS Group held 382,719 shares of BJ's Restaurants worth $13.4M as of Q1 2026.
UBS Group bought 226,213 BJ's Restaurants shares in Q1 2026, an estimated $9.05M.
BJ's Restaurants made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3032 holding.
UBS Group first reported a position in BJ's Restaurants in Q4 2014 and has held it in 46 quarters since.
UBS Group's BJ's Restaurants position peaked at $44.3M in Q3 2025.
191 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.