Root Financial Partners’s First Watch Restaurant Group FWRG Stock Holding History

Root Financial Partners’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 Q3	$4.98K	Buy	+490	New	+$5.89K	﹤0.01%	2232

Other funds holding FWRG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Root Financial Partners's FWRG Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Watch Restaurant Group (FWRG) in Q3 2026: 490 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings.

150 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

Root Financial Partners held 490 shares of First Watch Restaurant Group worth $4.98K as of Q3 2026.
First Watch Restaurant Group was a new Root Financial Partners position in Q3 2026.
First Watch Restaurant Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2232 holding.
150 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.