Truist Financial
WEN icon

Truist Financial’s Wendy's WEN Stock Holding History

Truist 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 		$416K Buy
59,858
+5,117
+9% +$39.4K ﹤0.01% 2182
2025
Q4 		$456K Sell
54,741
-1,698
-3% -$14.7K ﹤0.01% 2100
2025
Q3 		$517K Sell
56,439
-857
-1% -$8.8K ﹤0.01% 2018
2025
Q2 		$654K Buy
57,296
+20,249
+55% +$247K ﹤0.01% 1821
2025
Q1 		$542K Buy
37,047
+582
+2% +$8.75K ﹤0.01% 1827
2024
Q4 		$594K Sell
36,465
-17,609
-33% -$321K ﹤0.01% 1775
2024
Q3 		$947K Buy
54,074
+2,551
+5% +$43.4K ﹤0.01% 1552
2024
Q2 		$874K Buy
51,523
+810
+2% +$14.7K ﹤0.01% 1678
2024
Q1 		$955K Sell
50,713
-373
-0.7% -$7.01K ﹤0.01% 1634
2023
Q4 		$995K Sell
51,086
-21
-0% -$404 ﹤0.01% 1597
2023
Q3 		$1.04M Sell
51,107
-973
-2% -$20.3K ﹤0.01% 1545
2023
Q2 		$1.13M Sell
52,080
-1,374
-3% -$30.6K ﹤0.01% 1527
2023
Q1 		$1.16M Sell
53,454
-5,709
-10% -$125K ﹤0.01% 1482
2022
Q4 		$1.34M Buy
59,163
+11
+0% +$235 ﹤0.01% 1411
2022
Q3 		$1.11M Buy
59,152
+13,087
+28% +$263K ﹤0.01% 1449
2022
Q2 		$870K Sell
46,065
-3,506
-7% -$66.4K ﹤0.01% 1621
2022
Q1 		$1.09M Buy
49,571
+34,819
+236% +$785K ﹤0.01% 1585
2021
Q4 		$351K Sell
14,752
-1,938
-12% -$43.1K ﹤0.01% 2257
2021
Q3 		$362K Buy
16,690
+997
+6% +$22.7K ﹤0.01% 2219
2021
Q2 		$368K Sell
15,693
-1,597
-9% -$36.7K ﹤0.01% 2256
2021
Q1 		$350K Sell
17,290
-269
-2% -$5.59K ﹤0.01% 2193
2020
Q4 		$385K Buy
17,559
+4,046
+30% +$92.2K ﹤0.01% 2001
2020
Q3 		$301K Sell
13,513
-2,285
-14% -$50.3K ﹤0.01% 2016
2020
Q2 		$344K Sell
15,798
-22,704
-59% -$451K ﹤0.01% 1856
2020
Q1 		$573K Buy
38,502
+16,002
+71% +$315K ﹤0.01% 1505
2019
Q4 		$500K Buy
+22,500
New +$477K ﹤0.01% 1866
2014
Q2 		– Sell
-12,556
Closed -$115K – 803
2014
Q1 		$115K Buy
+12,556
New +$115K ﹤0.01% 775

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

Truist Financial's WEN Position: Q1 2026 in Review

Truist Financial increased its Wendy's (WEN) stake by 9.3% in Q1 2026, buying an estimated $39.4K and bringing the position to 59,858 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Truist Financial first reported a position in WEN in Q1 2014 and has held it in 27 quarters since. The position peaked at $1.34M in Q4 2022. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Truist Financial held 59,858 shares of Wendy's worth $416K as of Q1 2026.
  • Truist Financial bought 5,117 Wendy's shares in Q1 2026, an estimated $39.4K.
  • Wendy's made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2182 holding.
  • Truist Financial first reported a position in Wendy's in Q1 2014 and has held it in 27 quarters since.
  • Truist Financial's Wendy's position peaked at $1.34M in Q4 2022.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.