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Wendy's/arby's Group shares owned by Kaufman Rossin Wealth

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Kaufman Rossin Wealth from 13F filings

Historical chart of Kaufman Rossin Wealth investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by Kaufman Rossin Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 29k 9.16
2025-06-30 $333k 29k 11.42
2025-03-31 $341k 23k 14.63

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Apple (AAPL)
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Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)

View all positions for Kaufman Rossin Wealth

Top funds holding Wendy's/arby's Group

Trian Fund Management
BlackRock
Vanguard Group
Harris Associates L.P
AQR Capital Management
Charles Schwab Investment Management
State Street Corporation
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Marshall Wace
Geode Capital Management
Jane Street
Point72 Asset Management
UBS Group

View all funds holding Wendy's/arby's Group