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Parkside Financial Bank & Trust’s Wendy's WEN Stock Holding History

Parkside Financial 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
Q1 		$2.14K Sell
308
-1,217
-80% -$9.37K ﹤0.01% 2092
2025
Q4 		$12.7K Buy
1,525
+430
+39% +$3.71K ﹤0.01% 1477
2025
Q3 		$10K Sell
1,095
-277
-20% -$2.85K ﹤0.01% 1517
2025
Q2 		$15.7K Buy
1,372
+1,222
+815% +$14.9K ﹤0.01% 1335
2025
Q1 		$2.19K Buy
150
+110
+275% +$1.65K ﹤0.01% 1857
2024
Q4 		$652 Hold
40
– – ﹤0.01% 1817
2024
Q3 		$701 Sell
40
-59
-60% -$1K ﹤0.01% 1763
2024
Q2 		$1.68K Buy
+99
New +$1.8K ﹤0.01% 1579
2024
Q1 		– Sell
-64
Closed -$1.25K – 2104
2023
Q4 		$1.25K Buy
+64
New +$1.23K ﹤0.01% 1571
2023
Q3 		– Sell
-14
Closed -$305 – 2115
2023
Q2 		$305 Buy
+14
New +$312 ﹤0.01% 1936
2022
Q2 		– Sell
-6
Closed – – 1971
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1950
2021
Q4 		$0 Hold
6
– – ﹤0.01% 1929
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1859
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1817
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1723
2020
Q4 		$0 Hold
6
– – ﹤0.01% 1684
2020
Q3 		$0 Buy
+6
New +$132 ﹤0.01% 1665

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parkside Financial Bank & Trust's WEN Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Wendy's (WEN) stake by 80% in Q1 2026, selling an estimated $9.37K and leaving 308 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Parkside Financial Bank & Trust first reported a position in WEN in Q3 2020 and has held it in 17 quarters since. The position peaked at $15.7K in Q2 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Parkside Financial Bank & Trust held 308 shares of Wendy's worth $2.14K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 1,217 Wendy's shares in Q1 2026, an estimated $9.37K.
  • Wendy's made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2092 holding.
  • Parkside Financial Bank & Trust first reported a position in Wendy's in Q3 2020 and has held it in 17 quarters since.
  • Parkside Financial Bank & Trust's Wendy's position peaked at $15.7K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.