Bay Harbor Wealth Management’s WEX WEX Stock Holding History

Bay Harbor Wealth Management’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 Q2	$1.69K	Buy	12 +5	+71%	+$741	﹤0.01%	703
2026 Q1	$1.07K	Buy	7 +3	+75%	+$469	﹤0.01%	753
2025 Q4	$595	Buy	4 +1	+33%	+$151	﹤0.01%	798
2025 Q3	$472	Hold	3	–	–	﹤0.01%	750
2025 Q2	$440	Buy	+3	New	+$403	﹤0.01%	683

Other funds holding WEX

Jupiter Topco New York $245B AUM

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

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bay Harbor Wealth Management's WEX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its WEX (WEX) stake by 71% in Q2 2026, buying an estimated $741 and bringing the position to 12 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Bay Harbor Wealth Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Bay Harbor Wealth Management held 12 shares of WEX worth $1.69K as of Q2 2026.
Bay Harbor Wealth Management bought 5 WEX shares in Q2 2026, an estimated $741.
WEX made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #703 holding.
Bay Harbor Wealth Management first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.