Nisa Investment Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Nisa Investment Advisors’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	$5.07K	Buy	393 +24	+7%	+$282	﹤0.01%	2622
2026 Q1	$3.87K	Sell	369 -479	-56%	-$6.92K	﹤0.01%	2514
2025 Q4	$12.8K	Buy	848 +450	+113%	+$7.58K	﹤0.01%	2122
2025 Q3	$6.22K	Buy	398 +29	+8%	+$506	﹤0.01%	2396
2025 Q2	$5.92K	Buy	369 +245	+198%	+$4.11K	﹤0.01%	2413
2025 Q1	$2.06K	Buy	124 +62	+100%	+$1.19K	﹤0.01%	2460
2024 Q4	$1.15K	Sell	62 -68	-52%	-$1.2K	﹤0.01%	2646
2024 Q3	$2.03K	Buy	130 +104	+400%	+$1.65K	﹤0.01%	2394
2024 Q2	$457	Sell	26 -5	-16%	-$104	﹤0.01%	2704
2024 Q1	$763	Buy	+31	New	+$702	﹤0.01%	2419

Other funds holding FWRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Nisa Investment Advisors's FWRG Position: Q2 2026 in Review

Nisa Investment Advisors increased its First Watch Restaurant Group (FWRG) stake by 6.5% in Q2 2026, buying an estimated $282 and bringing the position to 393 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Nisa Investment Advisors first reported a position in FWRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.8K in Q4 2025. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Nisa Investment Advisors held 393 shares of First Watch Restaurant Group worth $5.07K as of Q2 2026.
Nisa Investment Advisors bought 24 First Watch Restaurant Group shares in Q2 2026, an estimated $282.
First Watch Restaurant Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2622 holding.
Nisa Investment Advisors first reported a position in First Watch Restaurant Group in Q1 2024 and has held it in 10 quarters since.
Nisa Investment Advisors's First Watch Restaurant Group position peaked at $12.8K in Q4 2025.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.