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SYM Financial Corp’s Wendy's WEN Stock Holding History

SYM Financial Corp’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 		– Sell
-12,038
Closed -$100K – 464
2025
Q4 		$100K Sell
12,038
-2,831
-19% -$24.4K 0.01% 348
2025
Q3 		$136K Hold
14,869
– – 0.01% 329
2025
Q2 		$170K Buy
+14,869
New +$181K 0.02% 315
2025
Q1 		– Sell
-15,091
Closed -$246K – 391
2024
Q4 		$246K Sell
15,091
-498
-3% -$9.09K 0.03% 191
2024
Q3 		$273K Buy
15,589
+1,894
+14% +$32.2K 0.04% 127
2024
Q2 		$232K Buy
+13,695
New +$249K 0.04% 131

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

SYM Financial Corp's WEN Position: Q1 2026 in Review

SYM Financial Corp sold out of Wendy's (WEN) in Q1 2026, closing a stake of 12,038 shares — an estimated $100K sold.

SYM Financial Corp first reported a position in WEN in Q2 2024 and held it in 6 quarters. The position peaked at $273K in Q3 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • SYM Financial Corp reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • SYM Financial Corp sold 12,038 Wendy's shares in Q1 2026, an estimated $100K.
  • SYM Financial Corp first reported a position in Wendy's in Q2 2024 and held it in 6 quarters.
  • SYM Financial Corp's Wendy's position peaked at $273K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.