UMB Bank’s BJ's Restaurants BJRI Stock Holding History

UMB Bank’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 Q3	$5.84K	Hold	102	–	–	﹤0.01%	2050
2026 Q2	$6.2K	Buy	102 +8	+9%	+$350	﹤0.01%	2050
2026 Q1	$3.3K	Buy	94 +16	+21%	+$640	﹤0.01%	2104
2025 Q4	$3.07K	Buy	+78	New	+$2.77K	﹤0.01%	2116
2025 Q3	–	Sell	-102	Closed	-$4.55K	–	2158
2025 Q2	$4.55K	Buy	102 +11	+12%	+$434	﹤0.01%	1853
2025 Q1	$3.12K	Buy	91 +21	+30%	+$745	﹤0.01%	1885
2024 Q4	$2.46K	Sell	70 -8	-10%	-$283	﹤0.01%	1894
2024 Q3	$2.54K	Buy	78 +36	+86%	+$1.16K	﹤0.01%	1928
2024 Q2	$1.46K	Buy	42 +32	+320%	+$1.1K	﹤0.01%	1881
2024 Q1	$362	Buy	+10	New	+$348	﹤0.01%	2051

Other funds holding BJRI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

UMB Bank's BJRI Position: Q3 2026 in Review

UMB Bank held its BJ's Restaurants (BJRI) position steady in Q3 2026 at 102 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

UMB Bank first reported a position in BJRI in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.2K in Q2 2026. 102 funds tracked by Wall St. Rank hold BJRI as of Q3 2026.

UMB Bank held 102 shares of BJ's Restaurants worth $5.84K as of Q3 2026.
UMB Bank left its BJ's Restaurants share count unchanged in Q3 2026.
BJ's Restaurants made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #2050 holding.
UMB Bank first reported a position in BJ's Restaurants in Q1 2024 and has held it in 10 quarters since.
UMB Bank's BJ's Restaurants position peaked at $6.2K in Q2 2026.
102 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.