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Essential Partners’s First Watch Restaurant Group FWRG Stock Holding History

Essential Partners’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
Q3 		$8.97K Buy
882
+327
+59% +$3.93K ﹤0.01% 1249
2026
Q2 		$7.15K Sell
555
-159
-22% -$1.86K ﹤0.01% 1369
2026
Q1 		$7.48K Buy
714
+693
+3,300% +$10K ﹤0.01% 1385
2025
Q4 		$317 Buy
21
+20
+2,000% +$337 ﹤0.01% 2327
2025
Q3 		$16 Buy
+1
New +$17 ﹤0.01% 2647

Other funds holding FWRG

Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's FWRG Position: Q3 2026 in Review

Essential Partners increased its First Watch Restaurant Group (FWRG) stake by 59% in Q3 2026, buying an estimated $3.93K and bringing the position to 882 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Essential Partners first reported a position in FWRG in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

  • Essential Partners held 882 shares of First Watch Restaurant Group worth $8.97K as of Q3 2026.
  • Essential Partners bought 327 First Watch Restaurant Group shares in Q3 2026, an estimated $3.93K.
  • First Watch Restaurant Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1249 holding.
  • Essential Partners first reported a position in First Watch Restaurant Group in Q3 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.