BURNEY CO/ BJRI — BJS RESTAURANTS INC

Ownership history in BURNEY CO/  ·  3 quarters on record

AI Ownership Summary

BURNEY CO/ reported BJS RESTAURANTS INC (BJRI) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.21% in 2026 Q2. The latest visible filing shows BJRI at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BJRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in BJS RESTAURANTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BJRI was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BJRI stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held BJRI — position size vs. price
% of Fund (quarterly)    BJRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 119,917 -6,351 -5.0% 0.19% $6.9M 2026-10-15 $60.22
2026 Q2 ADDED — — — 126,268 +12,595 +11.1% 0.21% $7.7M 2026-07-15 $60.60
2026 Q1 INITIATED — — — 113,673 — — 0.12% $4.0M 2026-04-29 $37.41

🏢 Other funds also holding BJRI

As of 2026 Q3 — sorted by position size

Somerset Trust Co 3Y 7Y 0.09% State of Wyoming 3Y 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.01% Ares Financial Consulting, LLC 0.01% VIRGINIA RETIREMENT SYSTEMS ET Al 3Y 7Y 0.01% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.01% BOKF, NA 3Y 7Y 0.01% NEW YORK STATE TEACHERS RETIREMENT SYSTEM 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Pinnacle Wealth Planning Services, Inc. 3Y 7Y 0.0%

FAQ About BURNEY CO/ and BJRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning BJRI?

BURNEY CO/ reported BJRI across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported BJRI position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for BJRI was 0.21% in 2026 Q2.

What is the latest reported BJRI position on this page?

The most recent filing on this page is 2026 Q3, when BURNEY CO/ reported 119,917 shares, equal to 0.19% of portfolio, with an estimated market value of $6.9M.

What does the chart on this BJRI ownership page compare?

The chart compares BURNEY CO/'s quarterly BJRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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