Raymond James Financial
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Raymond James Financial’s WEX WEX Stock Holding History

Raymond James Financial’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 		$9.23M Sell
65,413
-5,200
-7% -$770K ﹤0.01% 2232
2026
Q1 		$10.8M Sell
70,613
-3,730
-5% -$583K ﹤0.01% 1953
2025
Q4 		$11.1M Sell
74,343
-9,555
-11% -$1.44M ﹤0.01% 1880
2025
Q3 		$13.2M Sell
83,898
-3,632
-4% -$601K ﹤0.01% 1709
2025
Q2 		$12.9M Buy
87,530
+18,151
+26% +$2.44M ﹤0.01% 1688
2025
Q1 		$10.9M Sell
69,379
-1,599
-2% -$263K ﹤0.01% 1746
2024
Q4 		$12.4M Buy
+70,978
New +$13.3M ﹤0.01% 1667

Other funds holding WEX

JT
Jupiter Topco New York $245B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Raymond James Financial's WEX Position: Q2 2026 in Review

Raymond James Financial reduced its WEX (WEX) stake by 7.4% in Q2 2026, selling an estimated $770K and leaving 65,413 shares worth $9.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Raymond James Financial first reported a position in WEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q3 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Raymond James Financial held 65,413 shares of WEX worth $9.23M as of Q2 2026.
  • Raymond James Financial sold 5,200 WEX shares in Q2 2026, an estimated $770K.
  • WEX made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2232 holding.
  • Raymond James Financial first reported a position in WEX in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's WEX position peaked at $13.2M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.