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Richardson Financial Services’s Wendy's WEN Stock Holding History

Richardson Financial Services’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
Q4 		– Sell
-2,895
Closed -$26.5K – 620
2025
Q3 		$26.5K Sell
2,895
-1,515
-34% -$15.6K 0.02% 343
2025
Q2 		$52.4K Buy
4,410
+120
+3% +$1.46K 0.04% 252
2025
Q1 		$62.8K Buy
4,290
+510
+13% +$7.67K 0.05% 220
2024
Q4 		$61.5K Sell
3,780
-1,145
-23% -$20.9K 0.04% 235
2024
Q3 		$83.5K Hold
4,925
– – 0.05% 213
2024
Q2 		$83.5K Sell
4,925
-345
-7% -$6.27K 0.06% 205
2024
Q1 		$99.3K Buy
5,270
+180
+4% +$3.38K 0.07% 196
2023
Q4 		$99.2K Buy
+5,090
New +$98K 0.09% 176

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Richardson Financial Services's WEN Position: Q4 2025 in Review

Richardson Financial Services sold out of Wendy's (WEN) in Q4 2025, closing a stake of 2,895 shares — an estimated $26.5K sold.

Richardson Financial Services first reported a position in WEN in Q4 2023 and held it in 8 quarters. The position peaked at $99.3K in Q1 2024. 427 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Richardson Financial Services reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 2,895 Wendy's shares in Q4 2025, an estimated $26.5K.
  • Richardson Financial Services first reported a position in Wendy's in Q4 2023 and held it in 8 quarters.
  • Richardson Financial Services's Wendy's position peaked at $99.3K in Q1 2024.
  • 427 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.