Integrated Wealth Concepts’s First Watch Restaurant Group FWRG Stock Holding History

Integrated Wealth Concepts’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	$70K	Buy	+5,427	New	+$63.7K	﹤0.01%	3105

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

Integrated Wealth Concepts's FWRG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Watch Restaurant Group (FWRG) in Q2 2026: 5,427 shares worth $70K. The stake represents ﹤0.01% of the portfolio and ranks #3105 among its holdings.

206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Integrated Wealth Concepts held 5,427 shares of First Watch Restaurant Group worth $70K as of Q2 2026.
First Watch Restaurant Group was a new Integrated Wealth Concepts position in Q2 2026.
First Watch Restaurant Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3105 holding.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.