FFA
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Farther Finance Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Farther Finance 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 		$19K Buy
1,473
+297
+25% +$3.48K ﹤0.01% 4010
2026
Q1 		$12.9K Buy
1,176
+1,066
+969% +$15.4K ﹤0.01% 3954
2025
Q4 		$1.66K Hold
110
– – ﹤0.01% 4761
2025
Q3 		$1.72K Buy
110
+10
+10% +$174 ﹤0.01% 4191
2025
Q2 		$1.6K Sell
100
-4
-4% -$67 ﹤0.01% 3771
2025
Q1 		$1.86K Buy
104
+100
+2,500% +$1.93K ﹤0.01% 3421
2024
Q4 		$74 Sell
4
-1,256
-100% -$22.2K ﹤0.01% 3832
2024
Q3 		$19.7K Buy
1,260
+4
+0.3% +$64 ﹤0.01% 2089
2024
Q2 		$21.3K Hold
1,256
– – ﹤0.01% 1757
2024
Q1 		$31.9K Hold
1,256
– – ﹤0.01% 1342
2023
Q4 		$25.2K Buy
+1,256
New +$22.6K ﹤0.01% 1265

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
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

Farther Finance Advisors's FWRG Position: Q2 2026 in Review

Farther Finance Advisors increased its First Watch Restaurant Group (FWRG) stake by 25% in Q2 2026, buying an estimated $3.48K and bringing the position to 1,473 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4010.

Farther Finance Advisors first reported a position in FWRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.9K in Q1 2024. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Farther Finance Advisors held 1,473 shares of First Watch Restaurant Group worth $19K as of Q2 2026.
  • Farther Finance Advisors bought 297 First Watch Restaurant Group shares in Q2 2026, an estimated $3.48K.
  • First Watch Restaurant Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4010 holding.
  • Farther Finance Advisors first reported a position in First Watch Restaurant Group in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's First Watch Restaurant Group position peaked at $31.9K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.