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FWRG

FWRG

First Watch Restaurant Group, Inc.• Consumer Cyclical

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
37
Partial Q3 2026
Total 13F value
$14.2M
Filed positions so far
New positions
7
This quarter
Sold positions
4
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Creative Planning

$2.2M218.3K0.00%+201.2%

Access Investment Management Llc

$2.2M217.6K0.54%+2.3%

Avory & Company, Llc

$2M197.0K2.54%-13.7%

Hunter Associates Investment Management Llc

$1.8M179.4K0.21%+4.3%

Moody National Bank Trust Division

$893K87.8K0.07%-22.1%

Oppenheimer Asset Management Inc.

$853K83.8K0.01%-19.6%

Lanark Financial, Inc.

$771K75.8K0.05%-13.8%

Accurate Wealth Management, Llc

$733K60.8K0.06%+4.3%

Sumitomo Mitsui Trust Group, Inc.

$635K62.4K0.00%Unchanged

Wealth Enhancement Advisory Services, Llc

$415K37.9K0.00%+79.2%

Wavvest Wealth Llc

$412K40.5K0.33%New Position

Harbor Capital Advisors, Inc.

$262K25.8K0.02%-0.9%

Atria Investments, Inc

$259K25.5K0.00%+4.5%

Srh Advisors, Llc

$216K21.2K0.06%Unchanged

Schwartz Investment Counsel Inc

$192K18.9K0.01%+47.8%

Parkside Financial Bank & Trust

$51K5.0K0.00%-15.6%

Assetmark, Inc

$36K3.5K0.00%Unchanged

State Of Alaska, Department Of Revenue

$32K3.2K0.00%New Position

Signaturefd, Llc

$23K2.3K0.00%+3211.8%

Farther Finance Advisors, Llc

$19K1.8K0.00%+25.5%

Gamma Investing Llc

$12K1.2K0.00%+1114.0%

Sterling Capital Management Llc

$12K1.2K0.00%-3.8%

Caldwell Trust Co

$12K1.2K0.00%Unchanged

Versant Capital Management, Inc

$11K1.1K0.00%-62.5%

Sjs Investment Consulting Inc.

$10K9620.00%New Position

True Wealth Design, Llc

$9K9100.00%+82.4%

Essential Partners Llc

$9K8820.00%+58.9%

Fortitude Family Office, Llc

$6K6290.00%New Position

Ifp Advisors, Inc

$6K6210.00%+228.6%

Mainstream Capital Management Llc

$6K6110.00%New Position

Provenance Wealth Advisors, Llc

$5K5150.00%New Position

Root Financial Partners, Llc

$5K4900.00%New Position

Nisa Investment Advisors, Llc

$4K3930.00%Unchanged

Private Trust Co Na

$4K3470.00%Unchanged

Wpg Advisers, Llc

$732720.00%Unchanged

Sbi Securities Co., Ltd.

$1010.00%Unchanged

Covestor Ltd

$0200.00%-39.4%

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