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Citizens Financial Group’s Wendy's WEN Stock Holding History

Citizens Financial Group’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 		$154K Buy
+18,607
New +$133K ﹤0.01% 1015
2025
Q4 		– Sell
-12,062
Closed -$110K – 853
2025
Q3 		$110K Buy
+12,062
New +$124K ﹤0.01% 785
2020
Q1 		– Sell
-6,000
Closed -$133K – 1243
2019
Q4 		$133K Hold
6,000
– – 0.01% 302
2019
Q3 		$120K Hold
6,000
– – 0.01% 272
2019
Q2 		$117K Hold
6,000
– – 0.01% 273
2019
Q1 		$107K Buy
+6,000
New +$102K 0.01% 279

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

Citizens Financial Group's WEN Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Wendy's (WEN) in Q2 2026: 18,607 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in WEN as recently as Q3 2025.

Citizens Financial Group first reported a position in WEN in Q1 2019 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Citizens Financial Group held 18,607 shares of Wendy's worth $154K as of Q2 2026.
  • Wendy's was a new Citizens Financial Group position in Q2 2026.
  • Wendy's made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #1015 holding.
  • Citizens Financial Group first reported a position in Wendy's in Q1 2019 and has held it in 6 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.