Montag & Associates’s Driven Brands DRVN Stock Holding History

Montag & Associates’s Portfolio DRVN Stock Details DRVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27K	Hold	1,940	–	–	﹤0.01%	664
2026 Q1	$24.5K	Hold	1,940	–	–	﹤0.01%	661
2025 Q4	$28.8K	Sell	1,940 -79,179	-98%	-$1.18M	﹤0.01%	660
2025 Q3	$1.31M	Buy	81,119 +4,610	+6%	+$80.3K	0.06%	208
2025 Q2	$1.34M	Buy	76,509 +10,546	+16%	+$181K	0.07%	201
2025 Q1	$1.13M	Buy	+65,963	New	+$1.08M	0.06%	225

Other funds holding DRVN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Montag & Associates's DRVN Position: Q2 2026 in Review

Montag & Associates held its Driven Brands (DRVN) position steady in Q2 2026 at 1,940 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Montag & Associates first reported a position in DRVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2025. 193 funds tracked by Wall St. Rank hold DRVN as of Q2 2026.

Montag & Associates held 1,940 shares of Driven Brands worth $27K as of Q2 2026.
Montag & Associates left its Driven Brands share count unchanged in Q2 2026.
Driven Brands made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #664 holding.
Montag & Associates first reported a position in Driven Brands in Q1 2025 and has held it in 6 quarters since.
Montag & Associates's Driven Brands position peaked at $1.34M in Q2 2025.
193 funds tracked by Wall St. Rank held Driven Brands as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.