Position in WEN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$67,074
+$10,870 QoQ
Shares Held
8,091
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 400 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Security National Bank holds $1,242,956 across 6 Restaurants names. WEN ranks #3 (5.4% of the industry book) .
All Filings in WEN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,074 | 8,091 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $56,204 | 8,087 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $67,364 | 8,087 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $72,931 | 7,962 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $45,131 | 3,952 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $52,097 | 3,561 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $55,794 | 3,423 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||