1620 Investment Advisors’s First Watch Restaurant Group FWRG Stock Holding History

1620 Investment Advisors’s Portfolio FWRG Stock Details FWRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Sell	1,019 -283	-22%	-$3.32K	0.01%	455
2026 Q1	$13.6K	Sell	1,302 -3,145	-71%	-$45.4K	0.01%	432
2025 Q4	$67.1K	Buy	4,447 +588	+15%	+$9.91K	0.04%	274
2025 Q3	$60.4K	Buy	3,859 +65	+2%	+$1.13K	0.04%	276
2025 Q2	$60.9K	Buy	+3,794	New	+$63.7K	0.04%	286

Other funds holding FWRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

1620 Investment Advisors's FWRG Position: Q2 2026 in Review

1620 Investment Advisors reduced its First Watch Restaurant Group (FWRG) stake by 22% in Q2 2026, selling an estimated $3.32K and leaving 1,019 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #455.

1620 Investment Advisors first reported a position in FWRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.1K in Q4 2025. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

1620 Investment Advisors held 1,019 shares of First Watch Restaurant Group worth $13.1K as of Q2 2026.
1620 Investment Advisors sold 283 First Watch Restaurant Group shares in Q2 2026, an estimated $3.32K.
First Watch Restaurant Group made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #455 holding.
1620 Investment Advisors first reported a position in First Watch Restaurant Group in Q2 2025 and has held it in 5 quarters since.
1620 Investment Advisors's First Watch Restaurant Group position peaked at $67.1K in Q4 2025.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.