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Johnson Financial Group Inc (Wisconsin)’s First Watch Restaurant Group FWRG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q1 		– Sell
-263
Closed -$5.52K – 891
2024
Q4 		$5.52K Buy
263
+69
+36% +$1.22K ﹤0.01% 719
2024
Q3 		$3.03K Buy
+194
New +$3.08K ﹤0.01% 842

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FAM
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Johnson Financial Group Inc (Wisconsin)'s FWRG Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of First Watch Restaurant Group (FWRG) in Q1 2025, closing a stake of 263 shares — an estimated $5.52K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FWRG in Q3 2024 and held it in 2 quarters. The position peaked at $5.52K in Q4 2024. 157 funds tracked by Wall St. Rank hold FWRG as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining First Watch Restaurant Group position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 263 First Watch Restaurant Group shares in Q1 2025, an estimated $5.52K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in First Watch Restaurant Group in Q3 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s First Watch Restaurant Group position peaked at $5.52K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.