Access Investment Management
FWRG icon

Access Investment Management’s First Watch Restaurant Group FWRG Stock Holding History

Access Investment Management’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
Q3 		$2.21M Buy
217,609
+4,890
+2% +$58.8K 0.54% 46
2026
Q2 		$2.74M Buy
212,719
+51,509
+32% +$604K 0.7% 41
2026
Q1 		$1.69M Buy
+161,210
New +$2.33M 0.45% 46

Other funds holding FWRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Access Investment Management's FWRG Position: Q3 2026 in Review

Access Investment Management increased its First Watch Restaurant Group (FWRG) stake by 2.3% in Q3 2026, buying an estimated $58.8K and bringing the position to 217,609 shares worth $2.21M. The position accounts for 0.54% of the portfolio, ranked #46.

Access Investment Management first reported a position in FWRG in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.74M in Q2 2026. 150 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

  • Access Investment Management held 217,609 shares of First Watch Restaurant Group worth $2.21M as of Q3 2026.
  • Access Investment Management bought 4,890 First Watch Restaurant Group shares in Q3 2026, an estimated $58.8K.
  • First Watch Restaurant Group made up 0.54% of Access Investment Management's portfolio in Q3 2026, its #46 holding.
  • Access Investment Management first reported a position in First Watch Restaurant Group in Q1 2026 and has held it in 3 quarters since.
  • Access Investment Management's First Watch Restaurant Group position peaked at $2.74M in Q2 2026.
  • 150 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on Access Investment Management's 13F filing for Q3 2026, filed 23 Oct 2026.