Axxcess Wealth Management
DRI icon

Axxcess Wealth Management’s Darden Restaurants DRI Stock Holding History

Axxcess Wealth Management’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$339K Buy
1,755
+339
+24% +$70.9K 0.01% 704
2026
Q2 		$292K Buy
+1,416
New +$284K ﹤0.01% 863
2022
Q2 		– Sell
-1,618
Closed -$215K – 569
2022
Q1 		$215K Sell
1,618
-300
-16% -$41.4K 0.02% 565
2021
Q4 		$289K Buy
+1,918
New +$284K 0.02% 479

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Axxcess Wealth Management's DRI Position: Q3 2026 in Review

Axxcess Wealth Management increased its Darden Restaurants (DRI) stake by 24% in Q3 2026, buying an estimated $70.9K and bringing the position to 1,755 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #704.

Axxcess Wealth Management first reported a position in DRI in Q4 2021 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Axxcess Wealth Management held 1,755 shares of Darden Restaurants worth $339K as of Q3 2026.
  • Axxcess Wealth Management bought 339 Darden Restaurants shares in Q3 2026, an estimated $70.9K.
  • Darden Restaurants made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #704 holding.
  • Axxcess Wealth Management first reported a position in Darden Restaurants in Q4 2021 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.