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First Watch Restaurant Groupco shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of First Watch Restaurant Groupco (FWRG) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in First Watch Restaurant Groupco

Tip: Access up to 7 years of quarterly data

All positions including First Watch Restaurant Groupco held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Watch Restaurant Groupco by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $537k 34k 15.64
2025-06-30 $545k 34k 16.04
2024-12-31 $190k 10k 18.61
2022-06-30 $29k 2.0k 14.30
2022-03-31 $10k 750 13.33

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Top funds holding First Watch Restaurant Groupco

Advent International Corporation
BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
Gilder, Gagnon, Howe & Co
Lazard Asset Management
Jpmorgan Chase & Co
Champlain Investment Partners
Bank of New York Mellon
Manufacturers Life Insurance Company
Loomis, Sayles and
Jennifer Ranahan
Granahan Investment Management
Marshall Wace

View all funds holding First Watch Restaurant Groupco