Sumitomo Mitsui Trust Group
FWRG icon

Sumitomo Mitsui Trust Group’s First Watch Restaurant Group FWRG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$804K Hold
62,393
– – ﹤0.01% 906
2026
Q1 		$654K Buy
62,393
+32,462
+108% +$469K ﹤0.01% 900
2025
Q4 		$451K Buy
29,931
+13,861
+86% +$234K ﹤0.01% 959
2025
Q3 		$251K Hold
16,070
– – ﹤0.01% 1030
2025
Q2 		$258K Buy
16,070
+488
+3% +$8.19K ﹤0.01% 1002
2025
Q1 		$259K Buy
+15,582
New +$300K ﹤0.01% 1003

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
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

Sumitomo Mitsui Trust Group's FWRG Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its First Watch Restaurant Group (FWRG) position steady in Q2 2026 at 62,393 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Sumitomo Mitsui Trust Group first reported a position in FWRG in Q1 2025 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 62,393 shares of First Watch Restaurant Group worth $804K as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its First Watch Restaurant Group share count unchanged in Q2 2026.
  • First Watch Restaurant Group made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #906 holding.
  • Sumitomo Mitsui Trust Group first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 6 quarters since.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.