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Community Financial Services Group’s Wendy's WEN Stock Holding History

Community Financial Services 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 		$3.8K Hold
425
– – ﹤0.01% 448
2026
Q1 		$2.93K Buy
+425
New +$3.27K ﹤0.01% 402

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Community Financial Services Group's WEN Position: Q2 2026 in Review

Community Financial Services Group held its Wendy's (WEN) position steady in Q2 2026 at 425 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Community Financial Services Group first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Community Financial Services Group held 425 shares of Wendy's worth $3.8K as of Q2 2026.
  • Community Financial Services Group left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #448 holding.
  • Community Financial Services Group first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.