SRS Capital Advisors »

First Watch Restaurant Groupco shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Watch Restaurant Groupco by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $297 19 15.63
2024-06-30 $210 12 17.58
2024-03-31 $296 12 24.67
2023-12-31 $242 12 20.17
2023-09-30 $207 12 17.33

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding First Watch Restaurant Groupco

Advent International Corporation
BlackRock
BlackRock
Jpmorgan Chase & Co
Foxhaven Asset Management
Vanguard Group
12 West Capital Management
Dimensional Fund Advisors
Champlain Investment Partners
Brown Advisory Holdings Incorporated
Federated Investors
Manufacturers Life Insurance Company
Jennifer Ranahan
Franklin Resources
Macquarie Group

View all funds holding First Watch Restaurant Groupco