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Alerus Financial’s Wendy's WEN Stock Holding History

Alerus Financial’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 		$2.69K Hold
324
– – ﹤0.01% 446
2026
Q1 		$2.25K Hold
324
– – ﹤0.01% 449
2025
Q4 		$2.7K Hold
324
– – ﹤0.01% 441
2025
Q3 		$2.97K Buy
+324
New +$3.33K ﹤0.01% 469

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

Alerus Financial's WEN Position: Q2 2026 in Review

Alerus Financial held its Wendy's (WEN) position steady in Q2 2026 at 324 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Alerus Financial first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.97K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Alerus Financial held 324 shares of Wendy's worth $2.69K as of Q2 2026.
  • Alerus Financial left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #446 holding.
  • Alerus Financial first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • Alerus Financial's Wendy's position peaked at $2.97K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.