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Principal Securities’s WEX WEX Stock Holding History

Principal Securities’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
Q4 		– Sell
-491
Closed -$77.3K – 3480
2025
Q3 		$77.3K Buy
491
+93
+23% +$15.4K ﹤0.01% 1721
2025
Q2 		$58.5K Sell
398
-7
-2% -$940 ﹤0.01% 1795
2025
Q1 		$71K Hold
405
– – ﹤0.01% 1595
2024
Q4 		$71K Sell
405
-64
-14% -$12K ﹤0.01% 1594
2024
Q3 		$98.4K Buy
469
+267
+132% +$49.8K ﹤0.01% 1402
2024
Q2 		$35.8K Buy
202
+1
+0.5% +$204 ﹤0.01% 1773
2024
Q1 		$47.7K Buy
201
+42
+26% +$9.04K ﹤0.01% 1596
2023
Q4 		$30.9K Buy
+159
New +$28.8K ﹤0.01% 1704

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Principal Securities's WEX Position: Q4 2025 in Review

Principal Securities sold out of WEX (WEX) in Q4 2025, closing a stake of 491 shares — an estimated $77.3K sold.

Principal Securities first reported a position in WEX in Q4 2023 and held it in 8 quarters. The position peaked at $98.4K in Q3 2024. 427 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • Principal Securities reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 491 WEX shares in Q4 2025, an estimated $77.3K.
  • Principal Securities first reported a position in WEX in Q4 2023 and held it in 8 quarters.
  • Principal Securities's WEX position peaked at $98.4K in Q3 2024.
  • 427 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.