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Global Financial Private Client’s First Watch Restaurant Group FWRG Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-121
Closed -$2.02K – 737
2025
Q1 		$2.02K Buy
+121
New +$2.33K ﹤0.01% 858

Other funds holding FWRG

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Global Financial Private Client's FWRG Position: Q2 2025 in Review

Global Financial Private Client sold out of First Watch Restaurant Group (FWRG) in Q2 2025, closing a stake of 121 shares — an estimated $2.02K sold.

Global Financial Private Client first reported a position in FWRG in Q1 2025 and held it in 1 quarter. The position peaked at $2.02K in Q1 2025. 165 funds tracked by Wall St. Rank hold FWRG as of Q2 2025.

  • Global Financial Private Client reported no remaining First Watch Restaurant Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 121 First Watch Restaurant Group shares in Q2 2025, an estimated $2.02K.
  • Global Financial Private Client first reported a position in First Watch Restaurant Group in Q1 2025 and held it in 1 quarter.
  • Global Financial Private Client's First Watch Restaurant Group position peaked at $2.02K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.