Patriot Financial Group Insurance Agency’s Wendy's WEN Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-29,766	Closed	-$207K	–	694
2026 Q1	$207K	Buy	29,766 +11,733	+65%	+$90.3K	0.01%	659
2025 Q4	$150K	Buy	+18,033	New	+$156K	0.02%	488
2022 Q1	–	Sell	-176	Closed	-$4K	–	2262
2021 Q4	$4K	Buy	176 +1	+0.6%	+$22	﹤0.01%	1816
2021 Q3	$4K	Buy	175 +1	+0.6%	+$23	﹤0.01%	1800
2021 Q2	$4K	Hold	174	–	–	﹤0.01%	1739
2021 Q1	$4K	Buy	+174	New	+$3.61K	﹤0.01%	1651
2019 Q4	–	Sell	-125	Closed	-$2K	–	1464
2019 Q3	$2K	Sell	125 -875	-88%	-$17.4K	﹤0.01%	1127
2019 Q2	$19K	Hold	1,000	–	–	0.01%	664
2019 Q1	$18K	Hold	1,000	–	–	0.01%	580
2018 Q4	$16K	Buy	+1,000	New	+$17K	0.01%	518

Other funds holding WEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WEN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Wendy's (WEN) in Q2 2026, closing a stake of 29,766 shares — an estimated $207K sold.

Patriot Financial Group Insurance Agency first reported a position in WEN in Q4 2018 and held it in 10 quarters. The position peaked at $207K in Q1 2026. 189 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 29,766 Wendy's shares in Q2 2026, an estimated $207K.
Patriot Financial Group Insurance Agency first reported a position in Wendy's in Q4 2018 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Wendy's position peaked at $207K in Q1 2026.
189 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.