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LightSquare Wealth Management’s Darden Restaurants DRI Stock Holding History

LightSquare 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
Q2 		$411K Buy
1,994
+314
+19% +$62.9K 0.28% 65
2026
Q1 		$329K Buy
+1,680
New +$345K 0.25% 69

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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LightSquare Wealth Management's DRI Position: Q2 2026 in Review

LightSquare Wealth Management increased its Darden Restaurants (DRI) stake by 19% in Q2 2026, buying an estimated $62.9K and bringing the position to 1,994 shares worth $411K. The position accounts for 0.28% of the portfolio, ranked #65.

LightSquare Wealth Management first reported a position in DRI in Q1 2026 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • LightSquare Wealth Management held 1,994 shares of Darden Restaurants worth $411K as of Q2 2026.
  • LightSquare Wealth Management bought 314 Darden Restaurants shares in Q2 2026, an estimated $62.9K.
  • Darden Restaurants made up 0.28% of LightSquare Wealth Management's portfolio in Q2 2026, its #65 holding.
  • LightSquare Wealth Management first reported a position in Darden Restaurants in Q1 2026 and has held it in 2 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.