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
Q3 		$498K Sell
2,954
-422
-13% -$76.5K ﹤0.01% 2399
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return

Janney Montgomery Scott's WEX Position: Q3 2026 in Review

Janney Montgomery Scott reduced its WEX (WEX) stake by 13% in Q3 2026, selling an estimated $76.5K and leaving 2,954 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Janney Montgomery Scott first reported a position in WEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $620K in Q1 2026. 347 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Janney Montgomery Scott held 2,954 shares of WEX worth $498K as of Q3 2026.
  • Janney Montgomery Scott sold 422 WEX shares in Q3 2026, an estimated $76.5K.
  • WEX made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2399 holding.
  • Janney Montgomery Scott first reported a position in WEX in Q1 2026 and has held it in 3 quarters since.
  • Janney Montgomery Scott's WEX position peaked at $620K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.