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Allworth Financial’s First Watch Restaurant Group FWRG Stock Holding History

Allworth Financial’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 		$28.7K Buy
2,225
+1,702
+325% +$20K ﹤0.01% 2911
2026
Q1 		$5.48K Buy
523
+521
+26,050% +$7.53K ﹤0.01% 3909
2025
Q4 		$31 Hold
2
– – ﹤0.01% 4889
2025
Q3 		$32 Buy
+2
New +$35 ﹤0.01% 4790
2024
Q4 		– Sell
-63
Closed -$983 – 3985
2024
Q3 		$983 Hold
63
– – ﹤0.01% 3224
2024
Q2 		$983 Buy
63
+57
+950% +$1.19K ﹤0.01% 3167
2024
Q1 		$148 Buy
+6
New +$136 ﹤0.01% 3477

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
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

Allworth Financial's FWRG Position: Q2 2026 in Review

Allworth Financial increased its First Watch Restaurant Group (FWRG) stake by 325% in Q2 2026, buying an estimated $20K and bringing the position to 2,225 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Allworth Financial first reported a position in FWRG in Q1 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Allworth Financial held 2,225 shares of First Watch Restaurant Group worth $28.7K as of Q2 2026.
  • Allworth Financial bought 1,702 First Watch Restaurant Group shares in Q2 2026, an estimated $20K.
  • First Watch Restaurant Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2911 holding.
  • Allworth Financial first reported a position in First Watch Restaurant Group in Q1 2024 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.