LFG
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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
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 – 1189
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
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