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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
Q2 		$179K Buy
13,901
+12
+0.1% +$141 ﹤0.01% 882
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 $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

Fiduciary Trust's FWRG Position: Q2 2026 in Review

Fiduciary Trust increased its First Watch Restaurant Group (FWRG) stake by 0.09% in Q2 2026, buying an estimated $141 and bringing the position to 13,901 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Fiduciary Trust first reported a position in FWRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $209K in Q4 2025. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Fiduciary Trust held 13,901 shares of First Watch Restaurant Group worth $179K as of Q2 2026.
  • Fiduciary Trust bought 12 First Watch Restaurant Group shares in Q2 2026, an estimated $141.
  • First Watch Restaurant Group made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #882 holding.
  • Fiduciary Trust first reported a position in First Watch Restaurant Group in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Trust's First Watch Restaurant Group position peaked at $209K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.