Brown, Lisle/Cummings’s WEX WEX Stock Holding History

Brown, Lisle/Cummings’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	$988	Sell	7 -1	-13%	-$148	﹤0.01%	955
2026 Q1	$1.22K	Buy	+8	New	+$1.25K	﹤0.01%	902

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

Brown, Lisle/Cummings's WEX Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its WEX (WEX) stake by 13% in Q2 2026, selling an estimated $148 and leaving 7 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Brown, Lisle/Cummings first reported a position in WEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.22K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Brown, Lisle/Cummings held 7 shares of WEX worth $988 as of Q2 2026.
Brown, Lisle/Cummings sold 1 WEX share in Q2 2026, an estimated $148.
WEX made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #955 holding.
Brown, Lisle/Cummings first reported a position in WEX in Q1 2026 and has held it in 2 quarters since.
Brown, Lisle/Cummings's WEX position peaked at $1.22K in Q1 2026.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.