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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return
EVC
Emeth Value Capital New Orleans, Louisiana $66M AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM