Allworth Financial’s Dine Brands DIN Stock Holding History

Allworth Financial’s Portfolio DIN Stock Details DIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.5K	Sell	324 -3	-0.9%	-$97	﹤0.01%	3620
2025 Q4	$10.5K	Buy	327 +240	+276%	+$6.97K	﹤0.01%	3234
2025 Q3	$2.15K	Buy	+87	New	+$2.04K	﹤0.01%	3970
2025 Q2	–	Sell	-14	Closed	-$284	–	4609
2025 Q1	$284	Sell	14 -19	-58%	-$512	﹤0.01%	3806
2024 Q4	$989	Sell	33 -155	-82%	-$4.99K	﹤0.01%	3398
2024 Q3	$5.87K	Buy	188 +145	+337%	+$4.67K	﹤0.01%	2499
2024 Q2	$1.52K	Sell	43 -8	-16%	-$332	﹤0.01%	3026
2024 Q1	$2.37K	Buy	51 +8	+19%	+$372	﹤0.01%	2748
2023 Q4	$2.13K	Buy	43 +30	+231%	+$1.43K	﹤0.01%	2652
2023 Q3	$643	Buy	+13	New	+$726	﹤0.01%	2979
2023 Q1	–	Sell	-28	Closed	-$1.81K	–	3224
2022 Q4	$1.81K	Hold	28	–	–	﹤0.01%	2278
2022 Q3	$2K	Buy	28 +26	+1,300%	+$1.81K	﹤0.01%	2131
2022 Q2	$0	Buy	+2	New	+$143	﹤0.01%	2483
2017 Q4	–	Sell	-100	Closed	-$4K	–	755
2017 Q3	$4K	Buy	+100	New	+$4.09K	﹤0.01%	588

Other funds holding DIN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Monimus Capital Management Woodbridge, New Jersey $361M AUM 21.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return