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HM Payson & Co’s First Watch Restaurant Group FWRG Stock Holding History

HM Payson & Co’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 		– Sell
-662
Closed -$9.98K – 1162
2025
Q4 		$9.98K Buy
+662
New +$11.2K ﹤0.01% 920

Other funds holding FWRG

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Neuberger Berman Group
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

HM Payson & Co's FWRG Position: Q1 2026 in Review

HM Payson & Co sold out of First Watch Restaurant Group (FWRG) in Q1 2026, closing a stake of 662 shares — an estimated $9.98K sold.

HM Payson & Co first reported a position in FWRG in Q4 2025 and held it in 1 quarter. The position peaked at $9.98K in Q4 2025. 210 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • HM Payson & Co reported no remaining First Watch Restaurant Group position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 662 First Watch Restaurant Group shares in Q1 2026, an estimated $9.98K.
  • HM Payson & Co first reported a position in First Watch Restaurant Group in Q4 2025 and held it in 1 quarter.
  • HM Payson & Co's First Watch Restaurant Group position peaked at $9.98K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.