Bravera Wealth’s WEX WEX Stock Holding History

Bravera Wealth’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	–	Sell	-22	Closed	-$3.37K	–	415
2026 Q1	$3.37K	Hold	22	–	–	﹤0.01%	366
2025 Q4	$3.28K	Buy	+22	New	+$3.31K	﹤0.01%	411

Other funds holding WEX

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bravera Wealth's WEX Position: Q2 2026 in Review

Bravera Wealth sold out of WEX (WEX) in Q2 2026, closing a stake of 22 shares — an estimated $3.37K sold.

Bravera Wealth first reported a position in WEX in Q4 2025 and held it in 2 quarters. The position peaked at $3.37K in Q1 2026. 65 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Bravera Wealth reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Bravera Wealth sold 22 WEX shares in Q2 2026, an estimated $3.37K.
Bravera Wealth first reported a position in WEX in Q4 2025 and held it in 2 quarters.
Bravera Wealth's WEX position peaked at $3.37K in Q1 2026.
65 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.