Bruce G. Allen Investments’s WEX WEX Stock Holding History

Bruce G. Allen Investments’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	$847	Buy	6 +1	+20%	+$148	﹤0.01%	853
2026 Q1	$765	Buy	5 +1	+25%	+$156	﹤0.01%	886
2025 Q4	$596	Hold	4	–	–	﹤0.01%	935
2025 Q3	$630	Hold	4	–	–	﹤0.01%	923
2025 Q2	$588	Sell	4 -14	-78%	-$1.88K	﹤0.01%	923
2025 Q1	$2.83K	Sell	18 -1	-5%	-$165	﹤0.01%	648
2024 Q4	$3.33K	Buy	19 +1	+6%	+$188	﹤0.01%	638
2024 Q3	$3.77K	Hold	18	–	–	﹤0.01%	624
2024 Q2	$3.19K	Hold	18	–	–	﹤0.01%	625
2024 Q1	$4.28K	Sell	18 -4	-18%	-$861	﹤0.01%	616
2023 Q4	$4.28K	Buy	+22	New	+$3.99K	﹤0.01%	613

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 $3.38T AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's WEX Position: Q2 2026 in Review

Bruce G. Allen Investments increased its WEX (WEX) stake by 20% in Q2 2026, buying an estimated $148 and bringing the position to 6 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Bruce G. Allen Investments first reported a position in WEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28K in Q4 2023. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Bruce G. Allen Investments held 6 shares of WEX worth $847 as of Q2 2026.
Bruce G. Allen Investments bought 1 WEX share in Q2 2026, an estimated $148.
WEX made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #853 holding.
Bruce G. Allen Investments first reported a position in WEX in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's WEX position peaked at $4.28K in Q4 2023.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.