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Meramec Financial Planners’s First Watch Restaurant Group FWRG Stock Holding History

Meramec Financial Planners’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 		– Sell
-274
Closed -$3.52K – 584
2026
Q1 		$3.52K Buy
+274
New +$3.96K ﹤0.01% 415

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

Meramec Financial Planners's FWRG Position: Q2 2026 in Review

Meramec Financial Planners sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 274 shares — an estimated $3.52K sold.

Meramec Financial Planners first reported a position in FWRG in Q1 2026 and held it in 1 quarter. The position peaked at $3.52K in Q1 2026. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Meramec Financial Planners reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 274 First Watch Restaurant Group shares in Q2 2026, an estimated $3.52K.
  • Meramec Financial Planners first reported a position in First Watch Restaurant Group in Q1 2026 and held it in 1 quarter.
  • Meramec Financial Planners's First Watch Restaurant Group position peaked at $3.52K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.