WAM
BJRI icon

Wakefield Asset Management’s BJ's Restaurants BJRI Stock Holding History

Wakefield Asset 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
2026
Q1 		– Sell
-28,658
Closed -$1.13M – 219
2025
Q4 		$1.13M Buy
28,658
+100
+0.4% +$3.55K 0.31% 102
2025
Q3 		$872K Sell
28,558
-883
-3% -$31.5K 0.24% 134
2025
Q2 		$1.31M Sell
29,441
-430
-1% -$17K 0.37% 84
2025
Q1 		$1.02M Buy
+29,871
New +$1.06M 0.31% 106
2023
Q4 		– Sell
-23,409
Closed -$549K – 154
2023
Q3 		$549K Buy
+23,409
New +$720K 0.25% 121
2019
Q2 		– Sell
-29
Closed -$1K – 183
2019
Q1 		$1K Sell
29
-7,466
-100% -$375K ﹤0.01% 199
2018
Q4 		$379K Buy
7,495
+3,399
+83% +$205K 0.16% 112
2018
Q3 		$296K Buy
+4,096
New +$275K 0.12% 101

Other funds holding BJRI

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VPM
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WP
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American Century Companies
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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