Security National Bank’s Wendy's WEN Stock Holding History

Security National Bank’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	$67.1K	Buy	8,091 +4	+0%	+$29	0.01%	221
2026 Q1	$56.2K	Hold	8,087	–	–	0.01%	228
2025 Q4	$67.4K	Buy	8,087 +125	+2%	+$1.08K	0.01%	206
2025 Q3	$72.9K	Buy	7,962 +4,010	+101%	+$41.2K	0.01%	211
2025 Q2	$45.1K	Buy	3,952 +391	+11%	+$4.77K	0.01%	220
2025 Q1	$52.1K	Buy	3,561 +138	+4%	+$2.08K	0.01%	214
2024 Q4	$55.8K	Buy	+3,423	New	+$62.5K	0.01%	206

Other funds holding WEN

SIS

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

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Security National Bank's WEN Position: Q2 2026 in Review

Security National Bank increased its Wendy's (WEN) stake by 0.05% in Q2 2026, buying an estimated $29 and bringing the position to 8,091 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #221.

Security National Bank first reported a position in WEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.9K in Q3 2025. 60 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Security National Bank held 8,091 shares of Wendy's worth $67.1K as of Q2 2026.
Security National Bank bought 4 Wendy's shares in Q2 2026, an estimated $29.
Wendy's made up 0.01% of Security National Bank's portfolio in Q2 2026, its #221 holding.
Security National Bank first reported a position in Wendy's in Q4 2024 and has held it in 7 quarters since.
Security National Bank's Wendy's position peaked at $72.9K in Q3 2025.
60 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.