Bessemer Group
FWRG icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return