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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
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

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

A&I Financial Services's WEN Position: Q2 2026 in Review

A&I Financial Services increased its Wendy's (WEN) stake by 30% in Q2 2026, buying an estimated $177K and bringing the position to 108,882 shares worth $903K. The position accounts for 0.39% of the portfolio, ranked #33.

A&I Financial Services first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • A&I Financial Services held 108,882 shares of Wendy's worth $903K as of Q2 2026.
  • A&I Financial Services bought 24,817 Wendy's shares in Q2 2026, an estimated $177K.
  • Wendy's made up 0.39% of A&I Financial Services's portfolio in Q2 2026, its #33 holding.
  • A&I Financial Services first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.