Ameritas Investment Partners’s First Watch Restaurant Group FWRG Stock Holding History

Ameritas Investment Partners’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	$72.6K	Buy	5,636 +1,169	+26%	+$13.7K	﹤0.01%	2021
2026 Q1	$46.8K	Hold	4,467	–	–	﹤0.01%	2127
2025 Q4	$67.4K	Buy	4,467 +582	+15%	+$9.81K	﹤0.01%	1932
2025 Q3	$60.8K	Hold	3,885	–	–	﹤0.01%	1993
2025 Q2	$62.3K	Hold	3,885	–	–	﹤0.01%	2056
2025 Q1	$64.7K	Buy	3,885 +912	+31%	+$17.6K	﹤0.01%	1968
2024 Q4	$55.3K	Hold	2,973	–	–	﹤0.01%	2118
2024 Q3	$46.4K	Hold	2,973	–	–	﹤0.01%	2234
2024 Q2	$52.2K	Buy	2,973 +746	+33%	+$15.6K	﹤0.01%	2123
2024 Q1	$54.8K	Hold	2,227	–	–	﹤0.01%	2093
2023 Q4	$44.8K	Hold	2,227	–	–	﹤0.01%	2233
2023 Q3	$38.5K	Buy	2,227 +1,379	+163%	+$25.4K	﹤0.01%	2237
2023 Q2	$14.3K	Hold	848	–	–	﹤0.01%	2738
2023 Q1	$13.6K	Hold	848	–	–	﹤0.01%	2607
2022 Q4	$13.9K	Hold	848	–	–	﹤0.01%	2708
2022 Q3	$12K	Hold	848	–	–	﹤0.01%	2745
2022 Q2	$12K	Hold	848	–	–	﹤0.01%	2780
2022 Q1	$11K	Hold	848	–	–	﹤0.01%	2757
2021 Q4	$14K	Buy	+848	New	+$16.9K	﹤0.01%	2785

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

Ameritas Investment Partners's FWRG Position: Q2 2026 in Review

Ameritas Investment Partners increased its First Watch Restaurant Group (FWRG) stake by 26% in Q2 2026, buying an estimated $13.7K and bringing the position to 5,636 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Ameritas Investment Partners first reported a position in FWRG in Q4 2021 and has held it in 19 quarters since. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Ameritas Investment Partners held 5,636 shares of First Watch Restaurant Group worth $72.6K as of Q2 2026.
Ameritas Investment Partners bought 1,169 First Watch Restaurant Group shares in Q2 2026, an estimated $13.7K.
First Watch Restaurant Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2021 holding.
Ameritas Investment Partners first reported a position in First Watch Restaurant Group in Q4 2021 and has held it in 19 quarters since.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.