PFS Partners’s WEX WEX Stock Holding History

PFS Partners’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	$2.54K	Hold	18	–	–	﹤0.01%	523
2026 Q1	$2.75K	Hold	18	–	–	﹤0.01%	492
2025 Q4	$2.68K	Hold	18	–	–	﹤0.01%	495
2025 Q3	$2.84K	Hold	18	–	–	﹤0.01%	481
2025 Q2	$2.65K	Buy	+18	New	+$2.42K	﹤0.01%	443

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

PFS Partners's WEX Position: Q2 2026 in Review

PFS Partners held its WEX (WEX) position steady in Q2 2026 at 18 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

PFS Partners first reported a position in WEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.84K in Q3 2025. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

PFS Partners held 18 shares of WEX worth $2.54K as of Q2 2026.
PFS Partners left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #523 holding.
PFS Partners first reported a position in WEX in Q2 2025 and has held it in 5 quarters since.
PFS Partners's WEX position peaked at $2.84K in Q3 2025.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.