Ares Financial Consulting
WEX icon

Ares Financial Consulting’s WEX WEX Stock Holding History

Ares Financial Consulting’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.4K Hold
198
– – 0.02% 299
2026
Q2 		$27.9K Hold
198
– – 0.02% 345
2026
Q1 		$29.8K Buy
198
+193
+3,860% +$30.2K 0.02% 307
2025
Q4 		$745 Buy
+5
New +$753 ﹤0.01% 808

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New South Capital Management
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Bank of New York Mellon
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Amundi
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Russell Investments Group
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Principal Financial Group
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Thompson Siegel & Walmsley
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Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Ares Financial Consulting's WEX Position: Q3 2026 in Review

Ares Financial Consulting held its WEX (WEX) position steady in Q3 2026 at 198 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #299.

Ares Financial Consulting first reported a position in WEX in Q4 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Ares Financial Consulting held 198 shares of WEX worth $33.4K as of Q3 2026.
  • Ares Financial Consulting left its WEX share count unchanged in Q3 2026.
  • WEX made up 0.02% of Ares Financial Consulting's portfolio in Q3 2026, its #299 holding.
  • Ares Financial Consulting first reported a position in WEX in Q4 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.