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Bare Financial Services’s Wendy's WEN Stock Holding History

Bare 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 		$2.37K Hold
286
– – ﹤0.01% 1091
2026
Q1 		$1.99K Buy
+286
New +$2.2K ﹤0.01% 985
2025
Q4 		– Sell
-49
Closed -$449 – 1709
2025
Q3 		$449 Sell
49
-60
-55% -$616 ﹤0.01% 1351
2025
Q2 		$1.25K Buy
+109
New +$1.33K ﹤0.01% 850

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

Bare Financial Services's WEN Position: Q2 2026 in Review

Bare Financial Services held its Wendy's (WEN) position steady in Q2 2026 at 286 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

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

  • Bare Financial Services held 286 shares of Wendy's worth $2.37K as of Q2 2026.
  • Bare Financial Services left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1091 holding.
  • Bare Financial Services first reported a position in Wendy's in Q2 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 Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.