Root Financial Partners
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Root Financial Partners’s Darden Restaurants DRI Stock Holding History

Root Financial Partners’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 		$85.2K Buy
+441
New +$92.2K ﹤0.01% 815
2026
Q2 		– Sell
-351
Closed -$68.8K – 1157
2026
Q1 		$68.8K Buy
351
+22
+7% +$4.52K ﹤0.01% 724
2025
Q4 		$60.5K Sell
329
-50
-13% -$9.11K ﹤0.01% 645
2025
Q3 		$72.1K Buy
+379
New +$77.9K ﹤0.01% 547

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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Root Financial Partners's DRI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Darden Restaurants (DRI) in Q3 2026: 441 shares worth $85.2K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DRI as recently as Q1 2026.

Root Financial Partners first reported a position in DRI in Q3 2025 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold DRI as of Q3 2026.

  • Root Financial Partners held 441 shares of Darden Restaurants worth $85.2K as of Q3 2026.
  • Darden Restaurants was a new Root Financial Partners position in Q3 2026.
  • Darden Restaurants made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #815 holding.
  • Root Financial Partners first reported a position in Darden Restaurants in Q3 2025 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.