LRI Investments’s WEX WEX Stock Holding History

LRI Investments’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	$564	Buy	+4	New	+$593	﹤0.01%	1510

Other funds holding WEX

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

LRI Investments's WEX Position: Q2 2026 in Review

LRI Investments opened a new position in WEX (WEX) in Q2 2026: 4 shares worth $564. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

106 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

LRI Investments held 4 shares of WEX worth $564 as of Q2 2026.
WEX was a new LRI Investments position in Q2 2026.
WEX made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1510 holding.
106 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.