Jones Financial Companies
FWRG icon

Jones Financial Companies’s First Watch Restaurant Group FWRG Stock Holding History

Jones Financial Companies’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 		$606K Buy
58,742
+57,812
+6,216% +$835K ﹤0.01% 1949
2025
Q4 		$14K Sell
930
-920
-50% -$15.5K ﹤0.01% 3081
2025
Q3 		$29.6K Buy
+1,850
New +$32.2K ﹤0.01% 2595

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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 $240B 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

Jones Financial Companies's FWRG Position: Q1 2026 in Review

Jones Financial Companies increased its First Watch Restaurant Group (FWRG) stake by 6,216% in Q1 2026, buying an estimated $835K and bringing the position to 58,742 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Jones Financial Companies first reported a position in FWRG in Q3 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Jones Financial Companies held 58,742 shares of First Watch Restaurant Group worth $606K as of Q1 2026.
  • Jones Financial Companies bought 57,812 First Watch Restaurant Group shares in Q1 2026, an estimated $835K.
  • First Watch Restaurant Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1949 holding.
  • Jones Financial Companies first reported a position in First Watch Restaurant Group in Q3 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.