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

Wealth Alliance’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
Q1 		$159K Buy
+15,187
New +$219K 0.02% 536
2025
Q3 		– Sell
-10,093
Closed -$162K – 573
2025
Q2 		$162K Buy
+10,093
New +$169K 0.02% 527

Other funds holding FWRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wealth Alliance's FWRG Position: Q1 2026 in Review

Wealth Alliance opened a new position in First Watch Restaurant Group (FWRG) in Q1 2026: 15,187 shares worth $159K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in FWRG as recently as Q2 2025.

Wealth Alliance first reported a position in FWRG in Q2 2025 and has held it in 2 quarters since. The position peaked at $162K in Q2 2025. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Wealth Alliance held 15,187 shares of First Watch Restaurant Group worth $159K as of Q1 2026.
  • First Watch Restaurant Group was a new Wealth Alliance position in Q1 2026.
  • First Watch Restaurant Group made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #536 holding.
  • Wealth Alliance first reported a position in First Watch Restaurant Group in Q2 2025 and has held it in 2 quarters since.
  • Wealth Alliance's First Watch Restaurant Group position peaked at $162K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.