BW
SG icon

Bravera Wealth’s Sweetgreen SG Stock Holding History

Bravera Wealth’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.58K Hold
406
– – ﹤0.01% 322
2026
Q1 		$2.11K Hold
406
– – ﹤0.01% 391
2025
Q4 		$2.75K Buy
+406
New +$2.79K ﹤0.01% 431

Other funds holding SG

FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Bravera Wealth's SG Position: Q2 2026 in Review

Bravera Wealth held its Sweetgreen (SG) position steady in Q2 2026 at 406 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Bravera Wealth first reported a position in SG in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Bravera Wealth held 406 shares of Sweetgreen worth $3.58K as of Q2 2026.
  • Bravera Wealth left its Sweetgreen share count unchanged in Q2 2026.
  • Sweetgreen made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #322 holding.
  • Bravera Wealth first reported a position in Sweetgreen in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.