Bessemer Group’s First Watch Restaurant Group FWRG Stock Holding History

Bessemer Group’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	–	Sell	-9,280	Closed	-$97K	–	2559
2026 Q1	$97K	Sell	9,280 -22,800	-71%	-$329K	﹤0.01%	1522
2025 Q4	$484K	Sell	32,080 -1,529	-5%	-$25.8K	﹤0.01%	1141
2025 Q3	$526K	Hold	33,609	–	–	﹤0.01%	838
2025 Q2	$539K	Hold	33,609	–	–	﹤0.01%	794
2025 Q1	$559K	Sell	33,609 -6,183	-16%	-$119K	﹤0.01%	839
2024 Q4	$741K	Buy	39,792 +13,705	+53%	+$242K	﹤0.01%	813
2024 Q3	$407K	Buy	26,087 +2,482	+11%	+$39.5K	﹤0.01%	948
2024 Q2	$414K	Buy	23,605 +22,075	+1,443%	+$461K	﹤0.01%	847
2024 Q1	$38K	Hold	1,530	–	–	﹤0.01%	1344
2023 Q4	$31K	Hold	1,530	–	–	﹤0.01%	1401
2023 Q3	$26K	Hold	1,530	–	–	﹤0.01%	1430
2023 Q2	$26K	Hold	1,530	–	–	﹤0.01%	1483
2023 Q1	$25K	Buy	+1,530	New	+$23.9K	﹤0.01%	1346

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

Bessemer Group's FWRG Position: Q2 2026 in Review

Bessemer Group sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 9,280 shares — an estimated $97K sold.

Bessemer Group first reported a position in FWRG in Q1 2023 and held it in 13 quarters. The position peaked at $741K in Q4 2024. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Bessemer Group reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
Bessemer Group sold 9,280 First Watch Restaurant Group shares in Q2 2026, an estimated $97K.
Bessemer Group first reported a position in First Watch Restaurant Group in Q1 2023 and held it in 13 quarters.
Bessemer Group's First Watch Restaurant Group position peaked at $741K in Q4 2024.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.