ClearBridge Investments’s First Watch Restaurant Group FWRG Stock Holding History

ClearBridge Investments’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	$5.52M	Buy	428,269 +5,759	+1%	+$67.6K	﹤0.01%	563
2026 Q1	$4.43M	Sell	422,510 -17,172	-4%	-$248K	﹤0.01%	559
2025 Q4	$6.63M	Sell	439,682 -34,671	-7%	-$584K	0.01%	545
2025 Q3	$7.42M	Buy	474,353 +13,040	+3%	+$227K	0.01%	550
2025 Q2	$7.4M	Sell	461,313 -99,665	-18%	-$1.67M	0.01%	526
2025 Q1	$9.34M	Sell	560,978 -123,177	-18%	-$2.37M	0.01%	496
2024 Q4	$12.7M	Buy	+684,155	New	+$12.1M	0.01%	500

Other funds holding FWRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

ClearBridge Investments's FWRG Position: Q2 2026 in Review

ClearBridge Investments increased its First Watch Restaurant Group (FWRG) stake by 1.4% in Q2 2026, buying an estimated $67.6K and bringing the position to 428,269 shares worth $5.52M. The position accounts for ﹤0.01% of the portfolio, ranked #563.

ClearBridge Investments first reported a position in FWRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q4 2024. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

ClearBridge Investments held 428,269 shares of First Watch Restaurant Group worth $5.52M as of Q2 2026.
ClearBridge Investments bought 5,759 First Watch Restaurant Group shares in Q2 2026, an estimated $67.6K.
First Watch Restaurant Group made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #563 holding.
ClearBridge Investments first reported a position in First Watch Restaurant Group in Q4 2024 and has held it in 7 quarters since.
ClearBridge Investments's First Watch Restaurant Group position peaked at $12.7M in Q4 2024.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.