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Newbridge Financial Services Group’s WEX WEX Stock Holding History

Newbridge Financial Services 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 		– Sell
-6
Closed -$894 – 1260
2025
Q4 		$894 Hold
6
– – ﹤0.01% 1086
2025
Q3 		$945 Hold
6
– – ﹤0.01% 1191
2025
Q2 		$881 Hold
6
– – ﹤0.01% 1211
2025
Q1 		$942 Hold
6
– – ﹤0.01% 949
2024
Q4 		$1.05K Buy
+6
New +$1.13K ﹤0.01% 1016

Other funds holding WEX

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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
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newbridge Financial Services Group's WEX Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of WEX (WEX) in Q1 2026, closing a stake of 6 shares — an estimated $894 sold.

Newbridge Financial Services Group first reported a position in WEX in Q4 2024 and held it in 5 quarters. The position peaked at $1.05K in Q4 2024. 434 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining WEX position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 6 WEX shares in Q1 2026, an estimated $894.
  • Newbridge Financial Services Group first reported a position in WEX in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's WEX position peaked at $1.05K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.