Bank of America
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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
Q2 		– Sell
-5,000
Closed -$785K – 8684
2025
Q1 		$785K Buy
+5,000
New +$823K ﹤0.01% 5388
2023
Q1 		– Sell
-250,000
Closed -$40.9M – 8314
2022
Q4 		$40.9M Hold
250,000
– – ﹤0.01% 1437
2022
Q3 		$31.7M Hold
250,000
– – ﹤0.01% 1599
2022
Q2 		$38.9M Hold
250,000
– – ﹤0.01% 1443
2022
Q1 		$44.6M Buy
+250,000
New +$40.8M ﹤0.01% 1454

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
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.