Monitor for any future conversion to Schedule 13D or a material increase above 5%, which would signal a shift from passive to active intent. No immediate trading catalyst from this routine filing.
Price Chart
Executive Summary
Bank of New York Mellon Corp filed an amended Schedule 13G for First Watch Restaurant Group (FWRG), reporting a 4.5% passive stake as of September 30, 2026. The filing is a routine periodic update by a large custodian bank and its subsidiaries, with no change in the passive investment intent. The reported stake is below the 5% threshold, indicating no material ownership signal.
Key Financial Metrics
Key Facts
- Bank of New York Mellon Corp reported beneficial ownership of 2,784,217 shares of FWRG common stock, representing 4.5% of shares outstanding as of September 30, 2026.
- The filing is an amendment to Schedule 13G, filed under Rule 13d-1(b), indicating passive investment intent.
- The largest subsidiary holder is Newton Investment Management North America, LLC, with 2,541,819 shares (4.1%).
- The stake is below the 5% threshold, so no change in control or activist intent is implied.
Financial Impact
No material financial impact; the filing is a routine passive ownership update by a large custodian bank.
Risk Factors
- No material risks identified from this passive stake disclosure.
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001390777-26-000109 |
| Document: JFA.txt | 0001390777-26-000109 |
| Document: 13G_Exhibit_I.txt | 0001390777-26-000109 |
| Document: 0001390777-26-000109-index-headers.html | 0001390777-26-000109 |
| Document: 0001390777-26-000109-index.html | 0001390777-26-000109 |
| Document: 0001390777-26-000109.txt | 0001390777-26-000109 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $11.00 | awaiting T+60 | — | $11.09 (+0.82%) |
Oct 22, 2026 5d ago | SC 13G/A | $11.56 | awaiting T+60 | — | $11.09 (−4.07%) |
Oct 20, 2026 7d ago | Press Release | $11.97 | awaiting T+60 | — | $11.09 (−7.35%) |
Aug 4, 2026 12w ago | 8-K | $12.80 | awaiting T+60 | — | $11.09 (−13.36%) |
Jun 8, 2026 20w ago | 8-K | $10.26 $12.11 | ▲ +18.03% | ▲ +14.22% | $11.09 (+8.09%) |
Jun 8, 2026 20w ago | Press Release | $10.26 $12.11 | ▲ +18.03% | ▲ +14.22% | $11.09 (+8.09%) |
May 5, 2026 25w ago | 8-K | $12.18 $13.34 | ▲ +9.52% | ▲ +6.78% | $11.09 (−8.95%) |
May 5, 2026 25w ago | Press Release | $12.18 $13.34 | ▲ +9.52% | ▲ +6.78% | $11.09 (−8.95%) |
Apr 8, 2026 28w ago | DEFA14A | $11.65 $12.93 | ▲ +10.99% | ▲ +0.21% | $11.09 (−4.81%) |
Mar 10, 2026 33w ago | Insider Cluster | $12.52 $10.53 | ▲ +15.89% | ▲ +27.30% | $11.09 (+11.42%) |
US Market Status
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