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

Newbridge 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
2025
Q3 		– Sell
-1
Closed -$11 – 1395
2025
Q2 		$11 Hold
1
– – ﹤0.01% 1309
2025
Q1 		$15 Buy
+1
New +$15 ﹤0.01% 1035
2024
Q4 		– Sell
-108
Closed -$1.89K – 1185
2024
Q3 		$1.89K Buy
+108
New +$1.84K ﹤0.01% 568
2020
Q4 		– Sell
-531
Closed -$12K – 1160
2020
Q3 		$12K Buy
+531
New +$11.7K 0.01% 638

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newbridge Financial Services Group's WEN Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Wendy's (WEN) in Q3 2025, closing a stake of 1 share — an estimated $11 sold.

Newbridge Financial Services Group first reported a position in WEN in Q3 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2020. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1 Wendy's share in Q3 2025, an estimated $11.
  • Newbridge Financial Services Group first reported a position in Wendy's in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Wendy's position peaked at $12K in Q3 2020.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.