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Jacobs Asset Management’s WEX WEX Stock Holding History

Jacobs Asset Management’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 		$4.23M Buy
+30,000
New +$4.44M 2.66% 16

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Asset Management's WEX Position: Q2 2026 in Review

Jacobs Asset Management opened a new position in WEX (WEX) in Q2 2026: 30,000 shares worth $4.23M. The stake represents 2.66% of the portfolio and ranks #16 among its holdings.

415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Jacobs Asset Management held 30,000 shares of WEX worth $4.23M as of Q2 2026.
  • WEX was a new Jacobs Asset Management position in Q2 2026.
  • WEX made up 2.66% of Jacobs Asset Management's portfolio in Q2 2026, its #16 holding.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Jacobs Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.