Parcion Private Wealth’s WEX WEX Stock Holding History

Parcion Private Wealth’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	–	Sell	-1,650	Closed	-$253K	–	564
2026 Q1	$253K	Buy	+1,650	New	+$258K	0.02%	371

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parcion Private Wealth's WEX Position: Q2 2026 in Review

Parcion Private Wealth sold out of WEX (WEX) in Q2 2026, closing a stake of 1,650 shares — an estimated $253K sold.

Parcion Private Wealth first reported a position in WEX in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Parcion Private Wealth reported no remaining WEX position as of Q2 2026 after selling out during the quarter.
Parcion Private Wealth sold 1,650 WEX shares in Q2 2026, an estimated $253K.
Parcion Private Wealth first reported a position in WEX in Q1 2026 and held it in 1 quarter.
Parcion Private Wealth's WEX position peaked at $253K in Q1 2026.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.