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Wells Trecaso Financial Group’s Darden Restaurants DRI Stock Holding History

Wells Trecaso Financial Group’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
2025
Q3 		– Sell
-1,000
Closed -$218K – 83
2025
Q2 		$218K Hold
1,000
– – 0.07% 88
2025
Q1 		$208K Buy
+1,000
New +$193K 0.07% 89

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Wells Trecaso Financial Group's DRI Position: Q3 2025 in Review

Wells Trecaso Financial Group sold out of Darden Restaurants (DRI) in Q3 2025, closing a stake of 1,000 shares — an estimated $218K sold.

Wells Trecaso Financial Group first reported a position in DRI in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q2 2025. 983 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Wells Trecaso Financial Group reported no remaining Darden Restaurants position as of Q3 2025 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 1,000 Darden Restaurants shares in Q3 2025, an estimated $218K.
  • Wells Trecaso Financial Group first reported a position in Darden Restaurants in Q1 2025 and held it in 2 quarters.
  • Wells Trecaso Financial Group's Darden Restaurants position peaked at $218K in Q2 2025.
  • 983 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.