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Fiduciary Trust’s First Watch Restaurant Group FWRG Stock Holding History

Fiduciary Trust’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 		$146K Hold
13,889
– – ﹤0.01% 856
2025
Q4 		$209K Buy
13,889
+2,092
+18% +$35.3K ﹤0.01% 832
2025
Q3 		$185K Hold
11,797
– – ﹤0.01% 831
2025
Q2 		$189K Buy
+11,797
New +$198K ﹤0.01% 805

Other funds holding FWRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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 $240B 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

Fiduciary Trust's FWRG Position: Q1 2026 in Review

Fiduciary Trust held its First Watch Restaurant Group (FWRG) position steady in Q1 2026 at 13,889 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Fiduciary Trust first reported a position in FWRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $209K in Q4 2025. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Fiduciary Trust held 13,889 shares of First Watch Restaurant Group worth $146K as of Q1 2026.
  • Fiduciary Trust left its First Watch Restaurant Group share count unchanged in Q1 2026.
  • First Watch Restaurant Group made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #856 holding.
  • Fiduciary Trust first reported a position in First Watch Restaurant Group in Q2 2025 and has held it in 4 quarters since.
  • Fiduciary Trust's First Watch Restaurant Group position peaked at $209K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.