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Mirabella Financial Services’s WEX WEX Stock Holding History

Mirabella Financial 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 		$523K Buy
+3,706
New +$549K 0.05% 247
2022
Q4 		– Sell
-2,074
Closed -$271K – 538
2022
Q3 		$271K Buy
+2,074
New +$326K 0.03% 227
2021
Q4 		– Sell
-1,175
Closed -$207K – 627
2021
Q3 		$207K Buy
+1,175
New +$214K 0.03% 399

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

Mirabella Financial Services's WEX Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in WEX (WEX) in Q2 2026: 3,706 shares worth $523K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in WEX as recently as Q3 2022.

Mirabella Financial Services first reported a position in WEX in Q3 2021 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Mirabella Financial Services held 3,706 shares of WEX worth $523K as of Q2 2026.
  • WEX was a new Mirabella Financial Services position in Q2 2026.
  • WEX made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #247 holding.
  • Mirabella Financial Services first reported a position in WEX in Q3 2021 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.