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Summit Financial’s Wendy's WEN Stock Holding History

Summit Financial’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 		$195K Buy
28,113
+973
+4% +$7.49K ﹤0.01% 1357
2025
Q4 		$226K Buy
27,140
+6,294
+30% +$54.3K ﹤0.01% 1193
2025
Q3 		$191K Buy
+20,846
New +$214K ﹤0.01% 1203

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial's WEN Position: Q1 2026 in Review

Summit Financial increased its Wendy's (WEN) stake by 3.6% in Q1 2026, buying an estimated $7.49K and bringing the position to 28,113 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Summit Financial first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Summit Financial held 28,113 shares of Wendy's worth $195K as of Q1 2026.
  • Summit Financial bought 973 Wendy's shares in Q1 2026, an estimated $7.49K.
  • Wendy's made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1357 holding.
  • Summit Financial first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Wendy's position peaked at $226K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.