Ares Financial Consulting
WEN icon

Ares Financial Consulting’s Wendy's WEN Stock Holding History

Ares Financial Consulting’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 		$8.43K Hold
1,322
– – 0.01% 596
2026
Q2 		$11K Hold
1,322
– – 0.01% 551
2026
Q1 		$9.12K Buy
+1,322
New +$10.2K 0.01% 565

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CenterBook Partners
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Principal Financial Group
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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

Ares Financial Consulting's WEN Position: Q3 2026 in Review

Ares Financial Consulting held its Wendy's (WEN) position steady in Q3 2026 at 1,322 shares worth $8.43K. The position accounts for 0.01% of the portfolio, ranked #596.

Ares Financial Consulting first reported a position in WEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $11K in Q2 2026. 178 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Ares Financial Consulting held 1,322 shares of Wendy's worth $8.43K as of Q3 2026.
  • Ares Financial Consulting left its Wendy's share count unchanged in Q3 2026.
  • Wendy's made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #596 holding.
  • Ares Financial Consulting first reported a position in Wendy's in Q1 2026 and has held it in 3 quarters since.
  • Ares Financial Consulting's Wendy's position peaked at $11K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.