Osaic Holdings

Osaic Holdings’s Driven Brands DRVN Stock Holding History

Osaic Holdings’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 Q1	$55.7K	Sell	4,418 -633	-13%	-$8.91K	﹤0.01%	5121
2025 Q4	$74.9K	Sell	5,051 -4,644	-48%	-$69.1K	﹤0.01%	4954
2025 Q3	$174K	Buy	9,695 +7,608	+365%	+$133K	﹤0.01%	4345
2025 Q2	$36.6K	Buy	2,087 +941	+82%	+$16.1K	﹤0.01%	5265
2025 Q1	$19.6K	Sell	1,146 -487	-30%	-$7.96K	﹤0.01%	5378
2024 Q4	$26.4K	Sell	1,633 -208	-11%	-$3.26K	﹤0.01%	5151
2024 Q3	$26.3K	Sell	1,841 -23	-1%	-$315	﹤0.01%	5199
2024 Q2	$23.7K	Buy	1,864 +1,552	+497%	+$19.6K	﹤0.01%	5223
2024 Q1	$4.93K	Sell	312 -16	-5%	-$221	﹤0.01%	6096
2023 Q4	$4.68K	Buy	328 +13	+4%	+$162	﹤0.01%	6207
2023 Q3	$3.96K	Buy	315 +214	+212%	+$3.92K	﹤0.01%	6370
2023 Q2	$2.73K	Buy	101 +2	+2%	+$56	﹤0.01%	6556
2023 Q1	$3K	Buy	99 +93	+1,550%	+$2.63K	﹤0.01%	6560
2022 Q4	$0	Buy	+6	New	+$179	﹤0.01%	7236
2022 Q2	–	Sell	-10	Closed	–	–	7405
2022 Q1	$0	Hold	10	–	–	﹤0.01%	7299
2021 Q4	$0	Sell	10 -5	-33%	-$157	﹤0.01%	7419
2021 Q3	$0	Buy	15 +5	+50%	+$148	﹤0.01%	7210
2021 Q2	$0	Buy	+10	New	+$282	﹤0.01%	7015

Other funds holding DRVN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return

Emeth Value Capital New Orleans, Louisiana $66M AUM 35.55% 1-Year Est. Return

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM