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Lindbrook Capital’s First Watch Restaurant Group FWRG Stock Holding History

Lindbrook Capital’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 		$133 Buy
+8
New +$154 ﹤0.01% 2741
2024
Q3 		– Sell
-3
Closed -$53 – 2859
2024
Q2 		$53 Buy
+3
New +$63 ﹤0.01% 2733

Other funds holding FWRG

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Lindbrook Capital's FWRG Position: Q1 2025 in Review

Lindbrook Capital opened a new position in First Watch Restaurant Group (FWRG) in Q1 2025: 8 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #2741 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in FWRG as recently as Q2 2024.

Lindbrook Capital first reported a position in FWRG in Q2 2024 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold FWRG as of Q1 2025.

  • Lindbrook Capital held 8 shares of First Watch Restaurant Group worth $133 as of Q1 2025.
  • First Watch Restaurant Group was a new Lindbrook Capital position in Q1 2025.
  • First Watch Restaurant Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2741 holding.
  • Lindbrook Capital first reported a position in First Watch Restaurant Group in Q2 2024 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.