Bank of America’s WEX WEX Stock Holding History

Bank of America’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
2025 Q1	–	Sell	-100,000	Closed	-$17.5M	–	8583
2024 Q4	$17.5M	Hold	100,000	–	–	﹤0.01%	2427
2024 Q3	$21M	Hold	100,000	–	–	﹤0.01%	2365
2024 Q2	$17.7M	Hold	100,000	–	–	﹤0.01%	2368
2024 Q1	$23.8M	Buy	+100,000	New	+$21.5M	﹤0.01%	2107
2023 Q1	–	Sell	-700,000	Closed	-$115M	–	8313
2022 Q4	$115M	Hold	700,000	–	–	0.01%	825
2022 Q3	$88.9M	Hold	700,000	–	–	0.01%	908
2022 Q2	$109M	Hold	700,000	–	–	0.01%	838
2022 Q1	$125M	Buy	+700,000	New	+$114M	0.01%	855
2021 Q3	–	Sell	-15,000	Closed	-$2.91M	–	8426
2021 Q2	$2.91M	Sell	15,000 -85,000	-85%	-$17.4M	﹤0.01%	4011
2021 Q1	$20.9M	Hold	100,000	–	–	﹤0.01%	1989
2020 Q4	$20.4M	Buy	+100,000	New	+$16.8M	﹤0.01%	1876
2017 Q1	–	Sell	-78,200	Closed	-$8.73M	–	7263
2016 Q4	$8.73M	Sell	78,200 -16,800	-18%	-$1.82M	﹤0.01%	2432
2016 Q3	$10.3M	Buy	+95,000	New	+$9.3M	﹤0.01%	2223

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America's WEX Position: Q1 2026 in Review

Bank of America increased its WEX (WEX) stake by 14% in Q1 2026, buying an estimated $15.4M and bringing the position to 823,681 shares worth $126M. The position accounts for 0.01% of the portfolio, ranked #966.

Bank of America first reported a position in WEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $145M in Q1 2024. 432 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

Bank of America held 823,681 shares of WEX worth $126M as of Q1 2026.
Bank of America bought 98,524 WEX shares in Q1 2026, an estimated $15.4M.
WEX made up 0.01% of Bank of America's portfolio in Q1 2026, its #966 holding.
Bank of America first reported a position in WEX in Q2 2013 and has held it in 52 quarters since.
Bank of America's WEX position peaked at $145M in Q1 2024.
432 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.