Capstone Financial Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Capstone Financial 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 Q1	$110K	Buy	+10,500	New	+$152K	0.01%	177

Other funds holding FWRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Capstone Financial Advisors's FWRG Position: Q1 2026 in Review

Capstone Financial Advisors opened a new position in First Watch Restaurant Group (FWRG) in Q1 2026: 10,500 shares worth $110K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

Capstone Financial Advisors held 10,500 shares of First Watch Restaurant Group worth $110K as of Q1 2026.
First Watch Restaurant Group was a new Capstone Financial Advisors position in Q1 2026.
First Watch Restaurant Group made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #177 holding.
211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.