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Larson Financial Group’s WEX WEX Stock Holding History

Larson Financial Group’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 		$41.5K Buy
294
+177
+151% +$26.2K ﹤0.01% 1601
2026
Q1 		$17.9K Buy
117
+85
+266% +$13.3K ﹤0.01% 1911
2025
Q4 		$4.77K Sell
32
-17
-35% -$2.56K ﹤0.01% 2477
2025
Q3 		$7.72K Hold
49
– – ﹤0.01% 2154
2025
Q2 		$7.2K Buy
49
+29
+145% +$3.9K ﹤0.01% 1955
2025
Q1 		$3.14K Buy
+20
New +$3.29K ﹤0.01% 2021
2021
Q4 		– Sell
-124
Closed -$22K – 1185
2021
Q3 		$22K Hold
124
– – ﹤0.01% 451
2021
Q2 		$24K Hold
124
– – 0.01% 404
2021
Q1 		$26K Hold
124
– – 0.01% 368
2020
Q4 		$25K Hold
124
– – 0.01% 330
2020
Q3 		$17K Hold
124
– – 0.01% 361
2020
Q2 		$20K Buy
+124
New +$17K 0.01% 288

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

Larson Financial Group's WEX Position: Q2 2026 in Review

Larson Financial Group increased its WEX (WEX) stake by 151% in Q2 2026, buying an estimated $26.2K and bringing the position to 294 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Larson Financial Group first reported a position in WEX in Q2 2020 and has held it in 12 quarters since. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Larson Financial Group held 294 shares of WEX worth $41.5K as of Q2 2026.
  • Larson Financial Group bought 177 WEX shares in Q2 2026, an estimated $26.2K.
  • WEX made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1601 holding.
  • Larson Financial Group first reported a position in WEX in Q2 2020 and has held it in 12 quarters since.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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