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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
Q2 		$2.03M Buy
244,705
+216,592
+770% +$1.55M 0.02% 632
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 $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial's WEN Position: Q2 2026 in Review

Summit Financial increased its Wendy's (WEN) stake by 770% in Q2 2026, buying an estimated $1.55M and bringing the position to 244,705 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #632.

Summit Financial first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Summit Financial held 244,705 shares of Wendy's worth $2.03M as of Q2 2026.
  • Summit Financial bought 216,592 Wendy's shares in Q2 2026, an estimated $1.55M.
  • Wendy's made up 0.02% of Summit Financial's portfolio in Q2 2026, its #632 holding.
  • Summit Financial first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.