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Pinnacle Wealth Planning Services’s First Watch Restaurant Group FWRG Stock Holding History

Pinnacle Wealth Planning 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 		– Sell
-1,395
Closed -$21K – 2782
2025
Q4 		$21K Buy
+1,395
New +$23.5K ﹤0.01% 1693

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's FWRG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of First Watch Restaurant Group (FWRG) in Q1 2026, closing a stake of 1,395 shares — an estimated $21K sold.

Pinnacle Wealth Planning Services first reported a position in FWRG in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 210 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining First Watch Restaurant Group position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,395 First Watch Restaurant Group shares in Q1 2026, an estimated $21K.
  • Pinnacle Wealth Planning Services first reported a position in First Watch Restaurant Group in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's First Watch Restaurant Group position peaked at $21K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.