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BFC Planning, Inc.’s Wendy's WEN Stock Holding History

BFC Planning, Inc.’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 		$12.3K Buy
1,487
+772
+108% +$5.52K ﹤0.01% 2261
2026
Q1 		$4.97K Hold
715
– – ﹤0.01% 2313
2025
Q4 		$5.96K Buy
+715
New +$6.17K ﹤0.01% 2286

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FFH
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Charles Schwab
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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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s WEN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Wendy's (WEN) stake by 108% in Q2 2026, buying an estimated $5.52K and bringing the position to 1,487 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

BFC Planning, Inc. first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • BFC Planning, Inc. held 1,487 shares of Wendy's worth $12.3K as of Q2 2026.
  • BFC Planning, Inc. bought 772 Wendy's shares in Q2 2026, an estimated $5.52K.
  • Wendy's made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2261 holding.
  • BFC Planning, Inc. first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.