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Keating Financial Advisory Services’s WEX WEX Stock Holding History

Keating Financial Advisory Services’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 		$2.68K Sell
19
-10
-34% -$1.48K ﹤0.01% 1835
2026
Q1 		$4.44K Buy
29
+15
+107% +$2.35K ﹤0.01% 1506
2025
Q4 		$2.09K Buy
+14
New +$2.11K ﹤0.01% 1566

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

Keating Financial Advisory Services's WEX Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its WEX (WEX) stake by 34% in Q2 2026, selling an estimated $1.48K and leaving 19 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Keating Financial Advisory Services first reported a position in WEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.44K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Keating Financial Advisory Services held 19 shares of WEX worth $2.68K as of Q2 2026.
  • Keating Financial Advisory Services sold 10 WEX shares in Q2 2026, an estimated $1.48K.
  • WEX made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1835 holding.
  • Keating Financial Advisory Services first reported a position in WEX in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's WEX position peaked at $4.44K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.