NewEdge Advisors’s Dine Brands DIN Stock Holding History

NewEdge Advisors’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	$236	Hold	9	–	–	﹤0.01%	4058
2025 Q4	$289	Hold	9	–	–	﹤0.01%	4117
2025 Q3	$222	Hold	9	–	–	﹤0.01%	4003
2025 Q2	$219	Hold	9	–	–	﹤0.01%	3877
2025 Q1	$209	Hold	9	–	–	﹤0.01%	3799
2024 Q4	$271	Hold	9	–	–	﹤0.01%	3723
2024 Q3	$281	Sell	9 -10	-53%	-$322	﹤0.01%	3659
2024 Q2	$688	Hold	19	–	–	﹤0.01%	3529
2024 Q1	$882	Hold	19	–	–	﹤0.01%	3521
2023 Q4	$943	Hold	19	–	–	﹤0.01%	3473
2023 Q3	$939	Sell	19 -3,887	-100%	-$217K	﹤0.01%	3183
2023 Q2	$227K	Hold	3,906	–	–	﹤0.01%	1582
2023 Q1	$254K	Buy	3,906 +59	+2%	+$4.33K	﹤0.01%	1439
2022 Q4	$247K	Sell	3,847 -554	-13%	-$38.6K	0.01%	1097
2022 Q3	$279K	Buy	4,401 +322	+8%	+$22.4K	﹤0.01%	1241
2022 Q2	$265K	Buy	+4,079	New	+$291K	﹤0.01%	1262
2022 Q1	–	Sell	-4,134	Closed	-$314K	–	1267
2021 Q4	$314K	Buy	+4,134	New	+$335K	﹤0.01%	1305

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