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A&I Financial Services’s Wendy's WEN Stock Holding History

A&I Financial Services’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$689K Sell
108,048
-834
-0.8% -$6.43K 0.29% 41
2026
Q2 		$903K Buy
108,882
+24,817
+30% +$177K 0.39% 33
2026
Q1 		$584K Buy
84,065
+17,782
+27% +$137K 0.28% 51
2025
Q4 		$552K Buy
66,283
+8,668
+15% +$74.8K 0.26% 50
2025
Q3 		$545K Buy
+57,615
New +$592K 0.27% 51

Other funds holding WEN

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

A&I Financial Services's WEN Position: Q3 2026 in Review

A&I Financial Services reduced its Wendy's (WEN) stake by 0.77% in Q3 2026, selling an estimated $6.43K and leaving 108,048 shares worth $689K. The position accounts for 0.29% of the portfolio, ranked #41.

A&I Financial Services first reported a position in WEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $903K in Q2 2026. 109 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • A&I Financial Services held 108,048 shares of Wendy's worth $689K as of Q3 2026.
  • A&I Financial Services sold 834 Wendy's shares in Q3 2026, an estimated $6.43K.
  • Wendy's made up 0.29% of A&I Financial Services's portfolio in Q3 2026, its #41 holding.
  • A&I Financial Services first reported a position in Wendy's in Q3 2025 and has held it in 5 quarters since.
  • A&I Financial Services's Wendy's position peaked at $903K in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.