BOK Financial’s WEX WEX Stock Holding History

BOK Financial’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	-13	Closed	-$2.04K	–	1353
2025 Q1	$2.04K	Hold	13	–	–	﹤0.01%	1118
2024 Q4	$2.21K	Buy	+13	New	+$2.44K	﹤0.01%	1129

Other funds holding WEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

PCM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BOK Financial's WEX Position: Q2 2025 in Review

BOK Financial sold out of WEX (WEX) in Q2 2025, closing a stake of 13 shares — an estimated $2.04K sold.

BOK Financial first reported a position in WEX in Q4 2024 and held it in 2 quarters. The position peaked at $2.21K in Q4 2024. 384 funds tracked by Wall St. Rank hold WEX as of Q2 2025.

BOK Financial reported no remaining WEX position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 13 WEX shares in Q2 2025, an estimated $2.04K.
BOK Financial first reported a position in WEX in Q4 2024 and held it in 2 quarters.
BOK Financial's WEX position peaked at $2.21K in Q4 2024.
384 funds tracked by Wall St. Rank held WEX as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.