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Larson Financial Group’s First Watch Restaurant Group FWRG Stock Holding History

Larson Financial Group’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 		$32.5K Buy
2,519
+24
+1% +$282 ﹤0.01% 1738
2026
Q1 		$26.1K Buy
+2,495
New +$36K ﹤0.01% 1695
2025
Q2 		– Sell
-63
Closed -$1.05K – 3358
2025
Q1 		$1.05K Buy
+63
New +$1.21K ﹤0.01% 2376

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
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

Larson Financial Group's FWRG Position: Q2 2026 in Review

Larson Financial Group increased its First Watch Restaurant Group (FWRG) stake by 0.96% in Q2 2026, buying an estimated $282 and bringing the position to 2,519 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Larson Financial Group first reported a position in FWRG in Q1 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Larson Financial Group held 2,519 shares of First Watch Restaurant Group worth $32.5K as of Q2 2026.
  • Larson Financial Group bought 24 First Watch Restaurant Group shares in Q2 2026, an estimated $282.
  • First Watch Restaurant Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1738 holding.
  • Larson Financial Group first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.