Stifel Financial
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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
Q2 		$161K Sell
2025
Q1 		$172K Buy
2024
Q2 		– Sell
2024
Q1 		$319K Sell
2023
Q4 		$531K Buy
2023
Q3 		$297K Sell
2023
Q2 		$583K Buy
2023
Q1 		$247K Buy
2022
Q4 		$149K Hold
2022
Q3 		$159K Buy