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Stonebridge Financial Group (Pennsylvania)’s Darden Restaurants DRI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-559
Closed -$116K – 415
2025
Q1 		$116K Buy
559
+1
+0.2% +$193 0.01% 280
2024
Q4 		$104K Buy
+558
New +$93.6K 0.01% 288

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Charles Schwab
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Raymond James Financial
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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Stonebridge Financial Group (Pennsylvania)'s DRI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 559 shares — an estimated $116K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DRI in Q4 2024 and held it in 2 quarters. The position peaked at $116K in Q1 2025. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 559 Darden Restaurants shares in Q2 2025, an estimated $116K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Darden Restaurants in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Darden Restaurants position peaked at $116K in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.