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Mendota Financial Group’s WEX WEX Stock Holding History

Mendota 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
2025
Q1 		– Sell
-150
Closed -$26.3K – 365
2024
Q4 		$26.3K Sell
150
-130
-46% -$24.4K 0.02% 194
2024
Q3 		$58.7K Hold
280
– – 0.03% 164
2024
Q2 		$49.6K Hold
280
– – 0.03% 173
2024
Q1 		$66.5K Hold
280
– – 0.04% 161
2023
Q4 		$54.5K Hold
280
– – 0.04% 194
2023
Q3 		$52.7K Hold
280
– – 0.05% 135
2023
Q2 		$51K Buy
+280
New +$49.6K 0.06% 134

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mendota Financial Group's WEX Position: Q1 2025 in Review

Mendota Financial Group sold out of WEX (WEX) in Q1 2025, closing a stake of 150 shares — an estimated $26.3K sold.

Mendota Financial Group first reported a position in WEX in Q2 2023 and held it in 7 quarters. The position peaked at $66.5K in Q1 2024. 421 funds tracked by Wall St. Rank hold WEX as of Q1 2025.

  • Mendota Financial Group reported no remaining WEX position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 150 WEX shares in Q1 2025, an estimated $26.3K.
  • Mendota Financial Group first reported a position in WEX in Q2 2023 and held it in 7 quarters.
  • Mendota Financial Group's WEX position peaked at $66.5K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held WEX as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.