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Briaud Financial Planning’s First Watch Restaurant Group FWRG Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-395
Closed -$6K – 141
2025
Q2 		$6K Buy
+395
New +$6.63K ﹤0.01% 266

Other funds holding FWRG

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Briaud Financial Planning's FWRG Position: Q3 2025 in Review

Briaud Financial Planning sold out of First Watch Restaurant Group (FWRG) in Q3 2025, closing a stake of 395 shares — an estimated $6K sold.

Briaud Financial Planning first reported a position in FWRG in Q2 2025 and held it in 1 quarter. The position peaked at $6K in Q2 2025. 184 funds tracked by Wall St. Rank hold FWRG as of Q3 2025.

  • Briaud Financial Planning reported no remaining First Watch Restaurant Group position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 395 First Watch Restaurant Group shares in Q3 2025, an estimated $6K.
  • Briaud Financial Planning first reported a position in First Watch Restaurant Group in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's First Watch Restaurant Group position peaked at $6K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.