Janney Montgomery Scott
WEX icon

Janney Montgomery Scott’s WEX WEX Stock Holding History

Janney Montgomery Scott’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 		$476K Sell
3,376
-675
-17% -$100K ﹤0.01% 2423
2026
Q1 		$620K Buy
+4,051
New +$633K ﹤0.01% 1917

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

Janney Montgomery Scott's WEX Position: Q2 2026 in Review

Janney Montgomery Scott reduced its WEX (WEX) stake by 17% in Q2 2026, selling an estimated $100K and leaving 3,376 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Janney Montgomery Scott first reported a position in WEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $620K in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Janney Montgomery Scott held 3,376 shares of WEX worth $476K as of Q2 2026.
  • Janney Montgomery Scott sold 675 WEX shares in Q2 2026, an estimated $100K.
  • WEX made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2423 holding.
  • Janney Montgomery Scott first reported a position in WEX in Q1 2026 and has held it in 2 quarters since.
  • Janney Montgomery Scott's WEX position peaked at $620K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.