Bank of America
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Bank of America’s Wendy's WEN Stock Holding History

Bank of America’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
2014
Q4 		– Sell
-2,000
Closed -$17K – 8001
2014
Q3 		$17K Buy
2,000
+1,400
+233% +$11.5K ﹤0.01% 7131
2014
Q2 		$5K Sell
600
-3,400
-85% -$28.6K ﹤0.01% 7659
2014
Q1 		$36K Buy
+4,000
New +$36.6K ﹤0.01% 6612

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America's WEN Position: Q1 2026 in Review

Bank of America increased its Wendy's (WEN) stake by 5.6% in Q1 2026, buying an estimated $1.82M and bringing the position to 4,493,752 shares worth $31.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Bank of America first reported a position in WEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.5M in Q4 2025. 408 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Bank of America held 4,493,752 shares of Wendy's worth $31.2M as of Q1 2026.
  • Bank of America bought 236,541 Wendy's shares in Q1 2026, an estimated $1.82M.
  • Wendy's made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2006 holding.
  • Bank of America first reported a position in Wendy's in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Wendy's position peaked at $35.5M in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.