Patriot Financial Group Insurance Agency, LLC

Insurance

Position in WEN — Wendy's Co

CIK 1694883 Westborough, MA

Position in WEN

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$206,873

+$56,659 QoQ

Shares Held

29,766

+65.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $1,550,762 across 2 Restaurants names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MCD	Mcdonalds Corp	3,080	$832,554
2	YUMC	Yum China Holdings, Inc.	17,573	$718,208

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$206,873	29,766	+65.1%	Shares	Sole	2026-04-22
2025-12-31	$150,214	18,033	+10146.0%	Shares	Sole	2026-01-26
2021-12-31	$4,197	176	+0.6%	Shares	Sole	2022-01-10
2021-09-30	$3,794	175	+0.6%	Shares	Sole	2021-11-24
2021-06-30	$4,075	174	0.0%	Shares	Sole	2021-07-30
2021-03-31	$3,525	174	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.