Wavvest Wealth’s First Watch Restaurant Group FWRG Stock Holding History

Wavvest Wealth’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 Q3	$412K	Buy	+40,490	New	+$487K	0.33%	71

Other funds holding FWRG

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Wavvest Wealth's FWRG Position: Q3 2026 in Review

Wavvest Wealth opened a new position in First Watch Restaurant Group (FWRG) in Q3 2026: 40,490 shares worth $412K. The stake represents 0.33% of the portfolio and ranks #71 among its holdings.

33 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

Wavvest Wealth held 40,490 shares of First Watch Restaurant Group worth $412K as of Q3 2026.
First Watch Restaurant Group was a new Wavvest Wealth position in Q3 2026.
First Watch Restaurant Group made up 0.33% of Wavvest Wealth's portfolio in Q3 2026, its #71 holding.
33 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on Wavvest Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.