FFA
FWRG icon

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
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

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
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