BFC Planning, Inc.’s WEX WEX Stock Holding History

BFC Planning, Inc.’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	$2.96K	Hold	21	–	–	﹤0.01%	2878
2026 Q1	$3.21K	Hold	21	–	–	﹤0.01%	2466
2025 Q4	$3.13K	Hold	21	–	–	﹤0.01%	2497
2025 Q3	$3.31K	Sell	21 -10	-32%	-$1.65K	﹤0.01%	2332
2025 Q2	$4.55K	Buy	31 +2	+7%	+$269	﹤0.01%	2089
2025 Q1	$4.55K	Buy	29 +12	+71%	+$1.98K	﹤0.01%	2050
2024 Q4	$2.98K	Buy	+17	New	+$3.19K	﹤0.01%	2174

Other funds holding WEX

Jupiter Topco New York $245B AUM

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

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 $2.32T AUM 44.66% 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 $111B AUM 30.48% 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

BFC Planning, Inc.'s WEX Position: Q2 2026 in Review

BFC Planning, Inc. held its WEX (WEX) position steady in Q2 2026 at 21 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

BFC Planning, Inc. first reported a position in WEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.55K in Q2 2025. 418 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

BFC Planning, Inc. held 21 shares of WEX worth $2.96K as of Q2 2026.
BFC Planning, Inc. left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2878 holding.
BFC Planning, Inc. first reported a position in WEX in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s WEX position peaked at $4.55K in Q2 2025.
418 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.