Jones Financial Companies
WEX icon

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
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

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PCM
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Morgan Stanley
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IC
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return