TFC Financial Management’s Darden Restaurants DRI Stock Holding History

TFC Financial Management’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	$619	Buy	+3	New	+$601	﹤0.01%	713
2025 Q4	–	Sell	-1	Closed	-$191	–	992
2025 Q3	$191	Hold	1	–	–	﹤0.01%	805
2025 Q2	$218	Buy	+1	New	+$208	﹤0.01%	769
2024 Q2	–	Sell	-1	Closed	-$168	–	1006
2024 Q1	$168	Buy	+1	New	+$166	﹤0.01%	760
2023 Q4	–	Sell	-3	Closed	-$430	–	679
2023 Q3	$430	Hold	3	–	–	﹤0.01%	622
2023 Q2	$502	Hold	3	–	–	﹤0.01%	587
2023 Q1	$466	Buy	+3	New	+$444	﹤0.01%	580

Other funds holding DRI

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

TFC Financial Management's DRI Position: Q2 2026 in Review

TFC Financial Management opened a new position in Darden Restaurants (DRI) in Q2 2026: 3 shares worth $619. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in DRI as recently as Q3 2025.

TFC Financial Management first reported a position in DRI in Q1 2023 and has held it in 7 quarters since. 497 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

TFC Financial Management held 3 shares of Darden Restaurants worth $619 as of Q2 2026.
Darden Restaurants was a new TFC Financial Management position in Q2 2026.
Darden Restaurants made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #713 holding.
TFC Financial Management first reported a position in Darden Restaurants in Q1 2023 and has held it in 7 quarters since.
497 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.