JWA
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JFS Wealth Advisors’s WEX WEX Stock Holding History

JFS Wealth Advisors’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 		$4.09K Buy
29
+3
+12% +$444 ﹤0.01% 1355
2026
Q1 		$3.98K Sell
26
-2
-7% -$313 ﹤0.01% 1274
2025
Q4 		$4.17K Buy
28
+15
+115% +$2.26K ﹤0.01% 1310
2025
Q3 		$2.05K Sell
13
-7
-35% -$1.16K ﹤0.01% 1435
2025
Q2 		$2.94K Buy
20
+5
+33% +$672 ﹤0.01% 1278
2025
Q1 		$2.36K Sell
15
-14
-48% -$2.31K ﹤0.01% 1410
2024
Q4 		$5.08K Buy
29
+1
+4% +$188 ﹤0.01% 1123
2024
Q3 		$5.87K Buy
28
+7
+33% +$1.3K ﹤0.01% 1064
2024
Q2 		$3.72K Buy
21
+3
+17% +$612 ﹤0.01% 1181
2024
Q1 		$4.28K Hold
18
– – ﹤0.01% 1155
2023
Q4 		$3.5K Sell
18
-3
-14% -$544 ﹤0.01% 1202
2023
Q3 		$3.95K Buy
21
+3
+17% +$579 ﹤0.01% 1101
2023
Q2 		$3.28K Hold
18
– – ﹤0.01% 1199
2023
Q1 		$3.31K Buy
18
+3
+20% +$546 ﹤0.01% 1158
2022
Q4 		$2.46K Buy
15
+3
+25% +$467 ﹤0.01% 1294
2022
Q3 		$2K Buy
12
+4
+50% +$629 ﹤0.01% 1427
2022
Q2 		$1K Buy
8
+1
+14% +$164 ﹤0.01% 1678
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1755
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1613
2021
Q3 		$1K Buy
+7
New +$1.28K ﹤0.01% 819

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

JFS Wealth Advisors's WEX Position: Q2 2026 in Review

JFS Wealth Advisors increased its WEX (WEX) stake by 12% in Q2 2026, buying an estimated $444 and bringing the position to 29 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

JFS Wealth Advisors first reported a position in WEX in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.87K in Q3 2024. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • JFS Wealth Advisors held 29 shares of WEX worth $4.09K as of Q2 2026.
  • JFS Wealth Advisors bought 3 WEX shares in Q2 2026, an estimated $444.
  • WEX made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1355 holding.
  • JFS Wealth Advisors first reported a position in WEX in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's WEX position peaked at $5.87K in Q3 2024.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.