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Wendy's/arby's Group shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 245k 8.29
2026-03-31 $195k 28k 6.95
2025-12-31 $226k 27k 8.33
2025-09-30 $191k 21k 9.16

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Top funds holding Wendy's/arby's Group

Trian Fund Management
BlackRock
Vanguard Portfolio Management
Susquehanna International
Fairfax Financial Holdings
Jane Street
Morgan Stanley
Charles Schwab Investment Management
Sixth Street Partners Management Company
Vanguard Capital Management
Wells Fargo & Company
Harris Associates L.P
State Street Corporation
Citadel Advisors
Geode Capital Management

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