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SJS Investment Consulting’s First Watch Restaurant Group FWRG Stock Holding History

SJS Investment Consulting’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
-98
Closed -$1.03K – 2925
2026
Q1 		$1.03K Buy
98
+32
+48% +$462 ﹤0.01% 1460
2025
Q4 		$996 Buy
+66
New +$1.11K ﹤0.01% 1300

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GKIM
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SJS Investment Consulting's FWRG Position: Q2 2026 in Review

SJS Investment Consulting sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 98 shares — an estimated $1.03K sold.

SJS Investment Consulting first reported a position in FWRG in Q4 2025 and held it in 2 quarters. The position peaked at $1.03K in Q1 2026. 98 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • SJS Investment Consulting reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 98 First Watch Restaurant Group shares in Q2 2026, an estimated $1.03K.
  • SJS Investment Consulting first reported a position in First Watch Restaurant Group in Q4 2025 and held it in 2 quarters.
  • SJS Investment Consulting's First Watch Restaurant Group position peaked at $1.03K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.