Stifel Financial
FWRG icon

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

Stifel 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
2025
Q3 		– Sell
-10,043
Closed -$161K – 3574
2025
Q2 		$161K Sell
10,043
-313
-3% -$5.25K ﹤0.01% 3298
2025
Q1 		$172K Buy
+10,356
New +$199K ﹤0.01% 3215
2024
Q2 		– Sell
-12,967
Closed -$319K – 3400
2024
Q1 		$319K Sell
12,967
-13,462
-51% -$305K ﹤0.01% 2874
2023
Q4 		$531K Buy
26,429
+9,232
+54% +$166K ﹤0.01% 2534
2023
Q3 		$297K Sell
17,197
-17,272
-50% -$319K ﹤0.01% 2794
2023
Q2 		$583K Buy
34,469
+19,075
+124% +$316K ﹤0.01% 2425
2023
Q1 		$247K Buy
15,394
+4,405
+40% +$68.9K ﹤0.01% 2929
2022
Q4 		$149K Hold
10,989
– – ﹤0.01% 3055
2022
Q3 		$159K Buy
+10,989
New +$178K ﹤0.01% 3012

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