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Mirabella Financial Services’s First Watch Restaurant Group FWRG Stock Holding History

Mirabella Financial Services’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
-13,739
Closed -$144K – 873
2026
Q1 		$144K Buy
+13,739
New +$198K 0.01% 832
2024
Q2 		– Sell
-8,346
Closed -$206K – 524
2024
Q1 		$206K Buy
+8,346
New +$189K 0.01% 456

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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

Mirabella Financial Services's FWRG Position: Q2 2026 in Review

Mirabella Financial Services sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 13,739 shares — an estimated $144K sold.

Mirabella Financial Services first reported a position in FWRG in Q1 2024 and held it in 2 quarters. The position peaked at $206K in Q1 2024. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Mirabella Financial Services reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 13,739 First Watch Restaurant Group shares in Q2 2026, an estimated $144K.
  • Mirabella Financial Services first reported a position in First Watch Restaurant Group in Q1 2024 and held it in 2 quarters.
  • Mirabella Financial Services's First Watch Restaurant Group position peaked at $206K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.