SCHEDULE: BNY Mellon Entities Adjust First Watch Restaurant Holdings
Schedule 13G Amendment
Several BNY Mellon-affiliated entities have updated their beneficial ownership filings for First Watch Restaurant Group, Inc., indicating shifts in their holdings as of September 30, 2026.
Summary
- This filing is an amendment to a Schedule 13G, indicating changes in beneficial ownership of First Watch Restaurant Group, Inc. common stock by various entities affiliated with The Bank of New York Mellon Corporation.
- The reporting entities include The Bank of New York Mellon Corporation, BNY Mellon IHC, LLC, MBC Investments Corp, and Newton Investment Management North America, LLC.
- The event date requiring this filing is September 30, 2026.
- The filing details the number of shares beneficially owned, sole and shared voting power, and sole and shared dispositive power for each reporting entity.
- The aggregate percentage of class represented by the amount beneficially owned by each reporting person ranges from 4.1% to 4.5%.
Sentiment
Score: 3
Explanation: StockSavvy.ai views this filing as neutral to slightly negative, as it primarily reports changes in beneficial ownership without providing new operational or financial performance data.
Negatives
- The filing does not contain any new financial performance data or strategic updates for First Watch Restaurant Group, Inc., making it difficult to assess the company's operational health from this document alone.
Future Outlook
This filing is an amendment to a Schedule 13G and does not contain forward-looking statements or guidance regarding First Watch Restaurant Group, Inc.'s future performance.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors and investment advisors regarding their beneficial ownership stakes. The activity here reflects ongoing portfolio management by BNY Mellon's various investment arms concerning their holdings in First Watch Restaurant Group, Inc.
Stakeholder Impact
- Shareholders may note the increased or decreased holdings by significant institutional investors, which could be interpreted in various ways regarding market sentiment towards First Watch Restaurant Group, Inc.
Key Dates
| Date | Description |
|---|---|
| 2015-09-16 | Date of signature for Donald Heberle (BNY Mellon, National Association) on Joint Filing Agreement. |
| 2015-10-07 | Date of signature for Kurtis R. Kurimsky (Mellon Overseas Investment Corporation) on Power of Attorney. |
| 2015-10-19 | Date of signature for Lee James Woolley (BNY Mellon Trust of Delaware) on Joint Filing Agreement. |
| 2015-10-20 | Date of signature for Antonio Portuondo (The Bank of New York Mellon Trust Company, National Association) on Joint Filing Agreement. |
| 2015-10-21 | Date of signature for James P. Ambagis (BNY Mellon Trust of Delaware) on Joint Filing Agreement. |
| 2015-10-21 | Date of signature for Greg Brisk (BNY Mellon Investment Management Europe Holdings Limited) on Joint Filing Agreement. |
| 2016-05-05 | Date of signature for Carlos Alberto Saraiva and Marcus Vinicius Mathias Pereira (BNY Mellon Servicos Financeiros Distribuidora de Titulos e Valores Mobiliarios S.A.) on Joint Filing Agreement. |
| 2026-09-30 | Date of Event Which Requires Filing of this Statement. |
Keywords
Schedule 13G, Beneficial Ownership, Securities Exchange Act, Investment Management, Financial Institutions, Equity Holdings, Regulatory Filing
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.