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Atlantic Union Bankshares’s Wendy's WEN Stock Holding History

Atlantic Union Bankshares’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
Q1 		$4.17K Hold
600
– – ﹤0.01% 1455
2025
Q4 		$5K Hold
600
– – ﹤0.01% 1384
2025
Q3 		$5.5K Buy
+600
New +$6.16K ﹤0.01% 1357

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlantic Union Bankshares's WEN Position: Q1 2026 in Review

Atlantic Union Bankshares held its Wendy's (WEN) position steady in Q1 2026 at 600 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Atlantic Union Bankshares first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.5K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Atlantic Union Bankshares held 600 shares of Wendy's worth $4.17K as of Q1 2026.
  • Atlantic Union Bankshares left its Wendy's share count unchanged in Q1 2026.
  • Wendy's made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #1455 holding.
  • Atlantic Union Bankshares first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Union Bankshares's Wendy's position peaked at $5.5K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.