Jones Financial Companies
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Jones Financial Companies’s WEX WEX Stock Holding History

Jones Financial Companies’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 		$13.5M Sell
97,569
-8,998
-8% -$1.33M 0.01% 806
2026
Q1 		$15.7M Buy
106,567
+106,331
+45,056% +$16.6M 0.01% 676
2025
Q4 		$35.2K Sell
236
-93
-28% -$14K ﹤0.01% 2685
2025
Q3 		$52.7K Buy
329
+119
+57% +$19.7K ﹤0.01% 2354
2025
Q2 		$30.8K Buy
210
+10
+5% +$1.34K ﹤0.01% 2414
2025
Q1 		$30.9K Sell
200
-48
-19% -$7.9K ﹤0.01% 2251
2024
Q4 		$43.5K Buy
248
+129
+108% +$24.2K ﹤0.01% 1929
2024
Q3 		$24.9K Buy
119
+12
+11% +$2.24K ﹤0.01% 1873
2024
Q2 		$19K Buy
107
+41
+62% +$8.36K ﹤0.01% 1554
2024
Q1 		$15.7K Buy
+66
New +$14.2K ﹤0.01% 955

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 $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's WEX Position: Q2 2026 in Review

Jones Financial Companies reduced its WEX (WEX) stake by 8.4% in Q2 2026, selling an estimated $1.33M and leaving 97,569 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #806.

Jones Financial Companies first reported a position in WEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.7M in Q1 2026. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Jones Financial Companies held 97,569 shares of WEX worth $13.5M as of Q2 2026.
  • Jones Financial Companies sold 8,998 WEX shares in Q2 2026, an estimated $1.33M.
  • WEX made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #806 holding.
  • Jones Financial Companies first reported a position in WEX in Q1 2024 and has held it in 10 quarters since.
  • Jones Financial Companies's WEX position peaked at $15.7M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.