Summit Trail Advisors’s Driven Brands DRVN Stock Holding History

Summit Trail Advisors’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 Q2	$700K	Buy	50,185 +16,435	+49%	+$216K	0.01%	1121
2026 Q1	$426K	Sell	33,750 -37,280	-52%	-$525K	0.01%	1214
2025 Q4	$1.05M	Buy	71,030 +6,977	+11%	+$104K	0.02%	790
2025 Q3	$1.03M	Buy	64,053 +42,561	+198%	+$741K	0.01%	815
2025 Q2	$377K	Buy	+21,492	New	+$369K	0.01%	833

Other funds holding DRVN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Trail Advisors's DRVN Position: Q2 2026 in Review

Summit Trail Advisors increased its Driven Brands (DRVN) stake by 49% in Q2 2026, buying an estimated $216K and bringing the position to 50,185 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #1121.

Summit Trail Advisors first reported a position in DRVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2025. 193 funds tracked by Wall St. Rank hold DRVN as of Q2 2026.

Summit Trail Advisors held 50,185 shares of Driven Brands worth $700K as of Q2 2026.
Summit Trail Advisors bought 16,435 Driven Brands shares in Q2 2026, an estimated $216K.
Driven Brands made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1121 holding.
Summit Trail Advisors first reported a position in Driven Brands in Q2 2025 and has held it in 5 quarters since.
Summit Trail Advisors's Driven Brands position peaked at $1.05M in Q4 2025.
193 funds tracked by Wall St. Rank held Driven Brands as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.