Y-Intercept (HK)’s First Watch Restaurant Group FWRG Stock Holding History

Y-Intercept (HK)’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	–	Sell	-40,847	Closed	-$428K	–	1873
2026 Q1	$428K	Buy	+40,847	New	+$590K	0.01%	1297
2023 Q3	–	Sell	-16,210	Closed	-$274K	–	1226
2023 Q2	$274K	Buy	+16,210	New	+$268K	0.03%	805

Other funds holding FWRG

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s FWRG Position: Q2 2026 in Review

Y-Intercept (HK) sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 40,847 shares — an estimated $428K sold.

Y-Intercept (HK) first reported a position in FWRG in Q2 2023 and held it in 2 quarters. The position peaked at $428K in Q1 2026. 10 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Y-Intercept (HK) reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 40,847 First Watch Restaurant Group shares in Q2 2026, an estimated $428K.
Y-Intercept (HK) first reported a position in First Watch Restaurant Group in Q2 2023 and held it in 2 quarters.
Y-Intercept (HK)'s First Watch Restaurant Group position peaked at $428K in Q1 2026.
10 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.