Y-Intercept (HK)’s BJ's Restaurants BJRI Stock Holding History

Y-Intercept (HK)’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	–	Sell	-15,735	Closed	-$552K	–	1728
2026 Q1	$552K	Buy	+15,735	New	+$629K	0.01%	1239
2025 Q4	–	Sell	-81,921	Closed	-$2.5M	–	1553
2025 Q3	$2.5M	Buy	+81,921	New	+$2.92M	0.06%	489
2024 Q2	–	Sell	-5,894	Closed	-$213K	–	1409
2024 Q1	$213K	Buy	+5,894	New	+$205K	0.02%	1126
2023 Q4	–	Sell	-29,050	Closed	-$682K	–	1239
2023 Q3	$682K	Buy	+29,050	New	+$894K	0.07%	449
2023 Q2	–	Sell	-13,436	Closed	-$392K	–	1281
2023 Q1	$392K	Buy	+13,436	New	+$419K	0.05%	652

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

Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 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