Curi RMB Capital’s WEX WEX Stock Holding History

Curi RMB Capital’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	-3,315	Closed	-$507K	–	985
2026 Q1	$507K	Buy	3,315 +706	+27%	+$110K	0.01%	599
2025 Q4	$389K	Buy	+2,609	New	+$393K	0.01%	687

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

Curi RMB Capital's WEX Position: Q2 2026 in Review

Curi RMB Capital sold out of WEX (WEX) in Q2 2026, closing a stake of 3,315 shares — an estimated $507K sold.

Curi RMB Capital first reported a position in WEX in Q4 2025 and held it in 2 quarters. The position peaked at $507K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Curi RMB Capital reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Curi RMB Capital sold 3,315 WEX shares in Q2 2026, an estimated $507K.
Curi RMB Capital first reported a position in WEX in Q4 2025 and held it in 2 quarters.
Curi RMB Capital's WEX position peaked at $507K in Q1 2026.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.