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 Q2	$2.44K	Buy	189 +179	+1,790%	+$2.1K	﹤0.01%	4148
2026 Q1	$105	Sell	10 -5	-33%	-$72	﹤0.01%	4733
2025 Q4	$226	Buy	+15	New	+$253	﹤0.01%	4455
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	–	4682
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

IFP Advisors's FWRG Position: Q2 2026 in Review

IFP Advisors increased its First Watch Restaurant Group (FWRG) stake by 1,790% in Q2 2026, buying an estimated $2.1K and bringing the position to 189 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #4148.

IFP Advisors first reported a position in FWRG in Q1 2022 and has held it in 10 quarters since. The position peaked at $44K in Q3 2022. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

IFP Advisors held 189 shares of First Watch Restaurant Group worth $2.44K as of Q2 2026.
IFP Advisors bought 179 First Watch Restaurant Group shares in Q2 2026, an estimated $2.1K.
First Watch Restaurant Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4148 holding.
IFP Advisors first reported a position in First Watch Restaurant Group in Q1 2022 and has held it in 10 quarters since.
IFP Advisors's First Watch Restaurant Group position peaked at $44K in Q3 2022.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.