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Moody National Bank Trust Division’s First Watch Restaurant Group FWRG Stock Holding History

Moody National Bank Trust Division’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 		$1.45M Buy
112,679
+31,100
+38% +$365K 0.12% 162
2026
Q1 		$855K Sell
81,579
-20,393
-20% -$295K 0.08% 243
2025
Q4 		$1.54M Sell
101,972
-17,945
-15% -$302K 0.15% 137
2025
Q3 		$1.88M Sell
119,917
-55
-0% -$959 0.16% 133
2025
Q2 		$1.92M Buy
119,972
+7,140
+6% +$120K 0.18% 121
2025
Q1 		$1.88M Buy
112,832
+17,820
+19% +$343K 0.2% 114
2024
Q4 		$1.77M Buy
95,012
+30,357
+47% +$536K 0.18% 121
2024
Q3 		$1.01M Buy
64,655
+32,004
+98% +$509K 0.11% 225
2024
Q2 		$573K Buy
32,651
+4,401
+16% +$91.9K 0.04% 296
2024
Q1 		$696K Hold
28,250
– – 0.05% 257
2023
Q4 		$568K Hold
28,250
– – 0.04% 309
2023
Q3 		$488K Buy
28,250
+6,050
+27% +$112K 0.03% 387
2023
Q2 		$375K Sell
22,200
-4,450
-17% -$73.7K 0.03% 456
2023
Q1 		$428K Buy
26,650
+8,050
+43% +$126K 0.04% 413
2022
Q4 		$252K Hold
18,600
– – 0.02% 524
2022
Q3 		$269K Buy
18,600
+5,500
+42% +$89.3K 0.03% 500
2022
Q2 		$189K Buy
+13,100
New +$178K 0.02% 498

Other funds holding FWRG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Moody National Bank Trust Division's FWRG Position: Q2 2026 in Review

Moody National Bank Trust Division increased its First Watch Restaurant Group (FWRG) stake by 38% in Q2 2026, buying an estimated $365K and bringing the position to 112,679 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #162.

Moody National Bank Trust Division first reported a position in FWRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.92M in Q2 2025. 21 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Moody National Bank Trust Division held 112,679 shares of First Watch Restaurant Group worth $1.45M as of Q2 2026.
  • Moody National Bank Trust Division bought 31,100 First Watch Restaurant Group shares in Q2 2026, an estimated $365K.
  • First Watch Restaurant Group made up 0.12% of Moody National Bank Trust Division's portfolio in Q2 2026, its #162 holding.
  • Moody National Bank Trust Division first reported a position in First Watch Restaurant Group in Q2 2022 and has held it in 17 quarters since.
  • Moody National Bank Trust Division's First Watch Restaurant Group position peaked at $1.92M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.