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Ancora Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Ancora 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 		$4.12M Buy
319,802
+168,550
+111% +$1.98M 0.08% 213
2026
Q1 		$1.59M Sell
151,252
-104,767
-41% -$1.51M 0.03% 318
2025
Q4 		$3.86M Buy
256,019
+180,409
+239% +$3.04M 0.08% 210
2025
Q3 		$1.18M Buy
75,610
+35,400
+88% +$617K 0.02% 389
2025
Q2 		$645K Sell
40,210
-80,800
-67% -$1.36M 0.01% 483
2025
Q1 		$2.01M Buy
121,010
+95,370
+372% +$1.84M 0.05% 275
2024
Q4 		$477K Buy
+25,640
New +$453K 0.01% 527

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

Ancora Advisors's FWRG Position: Q2 2026 in Review

Ancora Advisors increased its First Watch Restaurant Group (FWRG) stake by 111% in Q2 2026, buying an estimated $1.98M and bringing the position to 319,802 shares worth $4.12M. The position accounts for 0.08% of the portfolio, ranked #213.

Ancora Advisors first reported a position in FWRG in Q4 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Ancora Advisors held 319,802 shares of First Watch Restaurant Group worth $4.12M as of Q2 2026.
  • Ancora Advisors bought 168,550 First Watch Restaurant Group shares in Q2 2026, an estimated $1.98M.
  • First Watch Restaurant Group made up 0.08% of Ancora Advisors's portfolio in Q2 2026, its #213 holding.
  • Ancora Advisors first reported a position in First Watch Restaurant Group in Q4 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.