Back to WEN
Sowell Financial Services LLC → WEN
Sowell Financial Services LLC WEN Position History
The Wendy's Company
Quarters held
5
Latest value
$89K
Q3 2026
Peak value
$103K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $86K |
| Q1 2026 | $76K |
| Q2 2026 | $103K |
| Q3 2026 | $89K |
| Q3 2026 | $89K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $89K | 14.0K | — | — |
| Q3 2026 | $89K | 14.0K | — | — |
| Q2 2026 | $103K | 12.5K | — | — |
| Q1 2026 | $76K | 10.9K | — | — |
| Q4 2025 | $86K | 10.3K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M