Bare Financial Services
WEX icon

Bare Financial Services’s WEX WEX Stock Holding History

Bare Financial Services’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 		$506 Buy
+3
New +$544 ﹤0.01% 1758
2025
Q2 		– Sell
-9
Closed -$1.41K – 1314
2025
Q1 		$1.41K Buy
+9
New +$1.48K ﹤0.01% 427

Other funds holding WEX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Bare Financial Services's WEX Position: Q3 2026 in Review

Bare Financial Services opened a new position in WEX (WEX) in Q3 2026: 3 shares worth $506. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in WEX as recently as Q1 2025.

Bare Financial Services first reported a position in WEX in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.41K in Q1 2025. 190 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Bare Financial Services held 3 shares of WEX worth $506 as of Q3 2026.
  • WEX was a new Bare Financial Services position in Q3 2026.
  • WEX made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1758 holding.
  • Bare Financial Services first reported a position in WEX in Q1 2025 and has held it in 2 quarters since.
  • Bare Financial Services's WEX position peaked at $1.41K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.