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IFP Advisors’s First Watch Restaurant Group FWRG Stock Holding History

IFP Advisors’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 		$105 Sell
10
-5
-33% -$72 ﹤0.01% 4733
2025
Q4 		$226 Buy
+15
New +$253 ﹤0.01% 4455
2025
Q3 		– Hold
0
– -$4.62K – 4941
2025
Q2 		– Sell
-1,334
Closed -$22.4K – 3444
2025
Q1 		$22.7K Hold
1,334
– – ﹤0.01% 2243
2024
Q4 		$25.4K Sell
1,334
-15
-1% -$265 ﹤0.01% 2135
2024
Q3 		$21K Sell
1,349
-48
-3% -$763 ﹤0.01% 2126
2024
Q2 		$24.5K Buy
+1,397
New +$29.2K ﹤0.01% 1989
2022
Q4 		– Sell
-2,000
Closed -$44K – 4684
2022
Q3 		$44K Hold
2,000
– – ﹤0.01% 2459
2022
Q2 		$44K Hold
2,000
– – ﹤0.01% 2252
2022
Q1 		$44K Buy
+2,000
New +$28.7K ﹤0.01% 2252

Other funds holding FWRG

BlackRock
BlackRock New York $5.7T 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 $134B 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