Private Wealth Management Group’s WEX WEX Stock Holding History

Private Wealth Management 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 Q3	–	Sell	-4	Closed	-$565	–	1575
2026 Q2	$565	Hold	4	–	–	﹤0.01%	1400
2026 Q1	$613	Hold	4	–	–	﹤0.01%	1343
2025 Q4	$596	Hold	4	–	–	﹤0.01%	1378
2025 Q3	$631	Hold	4	–	–	﹤0.01%	1389
2025 Q2	$588	Sell	4 -13	-76%	-$1.75K	﹤0.01%	1395
2025 Q1	$2.67K	Buy	17 +13	+325%	+$2.14K	﹤0.01%	959
2024 Q4	$702	Hold	4	–	–	﹤0.01%	1379
2024 Q3	$839	Hold	4	–	–	﹤0.01%	1332
2024 Q2	$709	Hold	4	–	–	﹤0.01%	1370
2024 Q1	$951	Hold	4	–	–	﹤0.01%	1278
2023 Q4	$779	Buy	+4	New	+$725	﹤0.01%	1355

Other funds holding WEX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Private Wealth Management Group's WEX Position: Q3 2026 in Review

Private Wealth Management Group sold out of WEX (WEX) in Q3 2026, closing a stake of 4 shares — an estimated $565 sold.

Private Wealth Management Group first reported a position in WEX in Q4 2023 and held it in 11 quarters. The position peaked at $2.67K in Q1 2025. 165 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

Private Wealth Management Group reported no remaining WEX position as of Q3 2026 after selling out during the quarter.
Private Wealth Management Group sold 4 WEX shares in Q3 2026, an estimated $565.
Private Wealth Management Group first reported a position in WEX in Q4 2023 and held it in 11 quarters.
Private Wealth Management Group's WEX position peaked at $2.67K in Q1 2025.
165 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.