First United Bank & Trust’s Wendy's WEN Stock Holding History

First United Bank & Trust’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	$10.2K	Hold	1,233	–	–	﹤0.01%	337
2026 Q1	$8.57K	Hold	1,233	–	–	﹤0.01%	332
2025 Q4	$10.3K	Hold	1,233	–	–	﹤0.01%	316
2025 Q3	$11.3K	Hold	1,233	–	–	﹤0.01%	321
2025 Q2	$14.1K	Hold	1,233	–	–	﹤0.01%	297
2025 Q1	$18K	Hold	1,233	–	–	0.01%	294
2024 Q4	$20.1K	Hold	1,233	–	–	0.01%	284
2024 Q3	$21.6K	Hold	1,233	–	–	0.01%	275
2024 Q2	$20.9K	Hold	1,233	–	–	0.01%	289
2024 Q1	$23.2K	Hold	1,233	–	–	0.01%	294
2023 Q4	$24K	Buy	+1,233	New	+$23.7K	0.01%	292

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 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

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

First United Bank & Trust's WEN Position: Q2 2026 in Review

First United Bank & Trust held its Wendy's (WEN) position steady in Q2 2026 at 1,233 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

First United Bank & Trust first reported a position in WEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $24K in Q4 2023. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

First United Bank & Trust held 1,233 shares of Wendy's worth $10.2K as of Q2 2026.
First United Bank & Trust left its Wendy's share count unchanged in Q2 2026.
Wendy's made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #337 holding.
First United Bank & Trust first reported a position in Wendy's in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's Wendy's position peaked at $24K in Q4 2023.
59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.