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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
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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Manulife (Manufacturers Life Insurance)
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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

Mirabella Financial Services's FWRG Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in First Watch Restaurant Group (FWRG) in Q1 2026: 13,739 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in FWRG as recently as Q1 2024.

Mirabella Financial Services first reported a position in FWRG in Q1 2024 and has held it in 2 quarters since. The position peaked at $206K in Q1 2024. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Mirabella Financial Services held 13,739 shares of First Watch Restaurant Group worth $144K as of Q1 2026.
  • First Watch Restaurant Group was a new Mirabella Financial Services position in Q1 2026.
  • First Watch Restaurant Group made up 0.01% of Mirabella Financial Services's portfolio in Q1 2026, its #832 holding.
  • Mirabella Financial Services first reported a position in First Watch Restaurant Group in Q1 2024 and has held it in 2 quarters since.
  • Mirabella Financial Services's First Watch Restaurant Group position peaked at $206K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.