RIAS
FWRG icon

Rachor Investment Advisory Services’s First Watch Restaurant Group FWRG Stock Holding History

Rachor Investment Advisory 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
-87
Closed -$912 – 291
2026
Q1 		$912 Sell
87
-77
-47% -$1.11K ﹤0.01% 323
2025
Q4 		$2.47K Buy
+164
New +$2.76K ﹤0.01% 223

Other funds holding FWRG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Rachor Investment Advisory Services's FWRG Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 87 shares — an estimated $912 sold.

Rachor Investment Advisory Services first reported a position in FWRG in Q4 2025 and held it in 2 quarters. The position peaked at $2.47K in Q4 2025. 55 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 87 First Watch Restaurant Group shares in Q2 2026, an estimated $912.
  • Rachor Investment Advisory Services first reported a position in First Watch Restaurant Group in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's First Watch Restaurant Group position peaked at $2.47K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.