Tompkins Financial’s Darden Restaurants DRI Stock Holding History

Tompkins Financial’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	$61.6K	Hold	299	–	–	﹤0.01%	316
2026 Q1	$58.6K	Hold	299	–	–	﹤0.01%	310
2025 Q4	$55K	Hold	299	–	–	﹤0.01%	298
2025 Q3	$56.9K	Sell	299 -9	-3%	-$1.85K	﹤0.01%	304
2025 Q2	$67.1K	Hold	308	–	–	0.01%	288
2025 Q1	$64K	Hold	308	–	–	0.01%	303
2024 Q4	$57.5K	Hold	308	–	–	0.01%	305
2024 Q3	$50.6K	Hold	308	–	–	﹤0.01%	336
2024 Q2	$46.6K	Hold	308	–	–	﹤0.01%	347
2024 Q1	$51.5K	Hold	308	–	–	0.01%	349
2023 Q4	$50.6K	Hold	308	–	–	0.01%	338
2023 Q3	$44.1K	Hold	308	–	–	0.01%	330
2023 Q2	$51.5K	Hold	308	–	–	0.01%	331
2023 Q1	$47.8K	Hold	308	–	–	0.01%	342
2022 Q4	$42K	Hold	308	–	–	0.01%	348
2022 Q3	$39K	Hold	308	–	–	0.01%	354
2022 Q2	$35K	Hold	308	–	–	0.01%	362
2022 Q1	$41K	Buy	308 +104	+51%	+$14.4K	0.01%	367
2021 Q4	$31K	Hold	204	–	–	0.01%	244
2021 Q3	$31K	Buy	+204	New	+$30K	0.01%	258
2021 Q1	$29K	Hold	204	–	–	﹤0.01%	296
2020 Q4	$24K	Hold	204	–	–	﹤0.01%	306
2020 Q3	$21K	Hold	204	–	–	﹤0.01%	292
2020 Q2	$15K	Hold	204	–	–	﹤0.01%	301
2020 Q1	$11K	Hold	204	–	–	﹤0.01%	318
2019 Q4	$22K	Sell	204 -9	-4%	-$1.02K	﹤0.01%	310
2019 Q3	$25K	Hold	213	–	–	0.01%	278
2019 Q2	$26K	Hold	213	–	–	0.01%	285
2019 Q1	$26K	Sell	213 -2	-0.9%	-$219	﹤0.01%	292
2018 Q4	$21K	Hold	215	–	–	﹤0.01%	297
2018 Q3	$24K	Hold	215	–	–	﹤0.01%	312
2018 Q2	$23K	Hold	215	–	–	0.01%	326
2018 Q1	$18K	Hold	215	–	–	﹤0.01%	329
2017 Q4	$21K	Hold	215	–	–	﹤0.01%	289
2017 Q3	$17K	Hold	215	–	–	﹤0.01%	306
2017 Q2	$19K	Hold	215	–	–	﹤0.01%	280
2017 Q1	$18K	Hold	215	–	–	﹤0.01%	284
2016 Q4	$16K	Hold	215	–	–	﹤0.01%	297
2016 Q3	$13K	Hold	215	–	–	﹤0.01%	306
2016 Q2	$14K	Hold	215	–	–	﹤0.01%	359
2016 Q1	$14K	Hold	215	–	–	﹤0.01%	347
2015 Q4	$14K	Sell	215 -26	-11%	-$1.51K	﹤0.01%	392
2015 Q3	$15K	Hold	241	–	–	﹤0.01%	395
2015 Q2	$15K	Hold	241	–	–	﹤0.01%	399
2015 Q1	$15K	Hold	241	–	–	﹤0.01%	401
2014 Q4	$13K	Hold	241	–	–	﹤0.01%	359
2014 Q3	$11K	Sell	241 -4,105	-94%	-$173K	﹤0.01%	370
2014 Q2	$180K	Sell	4,346 -1,489	-26%	-$65.9K	0.04%	165
2014 Q1	$265K	Sell	5,835 -1,662	-22%	-$74.3K	0.07%	142
2013 Q4	$364K	Sell	7,497 -11,511	-61%	-$533K	0.09%	127
2013 Q3	$786K	Buy	19,008 +2,920	+18%	+$127K	0.22%	86
2013 Q2	$726K	Buy	+16,088	New	+$744K	0.22%	87

Other funds holding DRI

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return