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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
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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VCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's DRI Position: Q1 2026 in Review

Root Financial Partners increased its Darden Restaurants (DRI) stake by 6.7% in Q1 2026, buying an estimated $4.52K and bringing the position to 351 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Root Financial Partners first reported a position in DRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $72.1K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Root Financial Partners held 351 shares of Darden Restaurants worth $68.8K as of Q1 2026.
  • Root Financial Partners bought 22 Darden Restaurants shares in Q1 2026, an estimated $4.52K.
  • Darden Restaurants made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #724 holding.
  • Root Financial Partners first reported a position in Darden Restaurants in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Darden Restaurants position peaked at $72.1K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.