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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
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 Portfolio Management
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's DRI Position: Q2 2026 in Review

Root Financial Partners sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 351 shares — an estimated $68.8K sold.

Root Financial Partners first reported a position in DRI in Q3 2025 and held it in 3 quarters. The position peaked at $72.1K in Q3 2025. 1,084 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Root Financial Partners reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 351 Darden Restaurants shares in Q2 2026, an estimated $68.8K.
  • Root Financial Partners first reported a position in Darden Restaurants in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Darden Restaurants position peaked at $72.1K in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.