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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
Q2 		$135K Hold
10,500
– – 0.01% 182
2026
Q1 		$110K Buy
+10,500
New +$152K 0.01% 177

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GKIM
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SIMG
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HCM
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Capstone Financial Advisors's FWRG Position: Q2 2026 in Review

Capstone Financial Advisors held its First Watch Restaurant Group (FWRG) position steady in Q2 2026 at 10,500 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #182.

Capstone Financial Advisors first reported a position in FWRG in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Capstone Financial Advisors held 10,500 shares of First Watch Restaurant Group worth $135K as of Q2 2026.
  • Capstone Financial Advisors left its First Watch Restaurant Group share count unchanged in Q2 2026.
  • First Watch Restaurant Group made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Capstone Financial Advisors first reported a position in First Watch Restaurant Group in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.