Brighton Jones LLC’s WEX WEX Stock Holding History

Brighton Jones LLC’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	-5,380	Closed	-$823K	–	1490
2026 Q1	$823K	Buy	+5,380	New	+$841K	0.02%	525

Other funds holding WEX

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

RRAM

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Brighton Jones LLC's WEX Position: Q2 2026 in Review

Brighton Jones LLC sold out of WEX (WEX) in Q2 2026, closing a stake of 5,380 shares — an estimated $823K sold.

Brighton Jones LLC first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $823K in Q1 2026. 220 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Brighton Jones LLC reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Brighton Jones LLC sold 5,380 WEX shares in Q2 2026, an estimated $823K.
Brighton Jones LLC first reported a position in WEX in Q1 2026 and held it in 1 quarter.
Brighton Jones LLC's WEX position peaked at $823K in Q1 2026.
220 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.