GRP
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Global Retirement Partners’s First Watch Restaurant Group FWRG Stock Holding History

Global Retirement Partners’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 		$4.16K Buy
+323
New +$3.79K ﹤0.01% 3751
2025
Q4 		$2.37K Buy
157
+21
+15% +$354 ﹤0.01% 3676
2025
Q3 		$2.13K Hold
136
– – ﹤0.01% 3312
2025
Q2 		$2.18K Buy
+136
New +$2.28K ﹤0.01% 3209
2024
Q4 		$2.38K Buy
+128
New +$2.26K ﹤0.01% 3006

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

Global Retirement Partners's FWRG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Watch Restaurant Group (FWRG) in Q2 2026: 323 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #3751 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FWRG as recently as Q4 2025.

Global Retirement Partners first reported a position in FWRG in Q4 2024 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Global Retirement Partners held 323 shares of First Watch Restaurant Group worth $4.16K as of Q2 2026.
  • First Watch Restaurant Group was a new Global Retirement Partners position in Q2 2026.
  • First Watch Restaurant Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3751 holding.
  • Global Retirement Partners first reported a position in First Watch Restaurant Group in Q4 2024 and has held it in 5 quarters since.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.