Union Savings Bank’s Darden Restaurants DRI Stock Holding History

Union Savings Bank’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	$30.9K	Hold	150	–	–	0.01%	226
2026 Q1	$29.4K	Hold	150	–	–	0.01%	223
2025 Q4	$27.6K	Buy	+150	New	+$27.3K	0.01%	230
2025 Q2	$30.3K	Hold	150	–	–	0.01%	230
2025 Q1	$31.2K	Sell	150 -66	-31%	-$12.7K	0.02%	236
2024 Q4	$40.3K	Hold	216	–	–	0.02%	221
2024 Q3	$35.5K	Hold	216	–	–	0.02%	235
2024 Q2	$32.7K	Hold	216	–	–	0.02%	239
2024 Q1	$36.1K	Hold	216	–	–	0.02%	233
2023 Q4	$35.5K	Buy	216 +66	+44%	+$9.99K	0.02%	231
2023 Q3	$21.5K	Hold	150	–	–	0.01%	253
2023 Q2	$25.3K	Buy	+150	New	+$23.6K	0.02%	239

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Union Savings Bank's DRI Position: Q2 2026 in Review

Union Savings Bank held its Darden Restaurants (DRI) position steady in Q2 2026 at 150 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #226.

Union Savings Bank first reported a position in DRI in Q2 2023 and has held it in 12 quarters since. The position peaked at $40.3K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

Union Savings Bank held 150 shares of Darden Restaurants worth $30.9K as of Q2 2026.
Union Savings Bank left its Darden Restaurants share count unchanged in Q2 2026.
Darden Restaurants made up 0.01% of Union Savings Bank's portfolio in Q2 2026, its #226 holding.
Union Savings Bank first reported a position in Darden Restaurants in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Darden Restaurants position peaked at $40.3K in Q4 2024.
1,078 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.