Rossby Financial’s First Watch Restaurant Group FWRG Stock Holding History

Rossby Financial’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	$1.84K	Buy	+168	New	+$2.43K	﹤0.01%	1833

Other funds holding FWRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Rossby Financial's FWRG Position: Q1 2026 in Review

Rossby Financial opened a new position in First Watch Restaurant Group (FWRG) in Q1 2026: 168 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #1833 among its holdings.

211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

Rossby Financial held 168 shares of First Watch Restaurant Group worth $1.84K as of Q1 2026.
First Watch Restaurant Group was a new Rossby Financial position in Q1 2026.
First Watch Restaurant Group made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1833 holding.
211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.