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SBI Securities’s WEX WEX Stock Holding History

SBI 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
-4
Closed -$630 – 4243
2025
Q3 		$630 Buy
+4
New +$662 ﹤0.01% 2882

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SBI Securities's WEX Position: Q4 2025 in Review

SBI Securities sold out of WEX (WEX) in Q4 2025, closing a stake of 4 shares — an estimated $630 sold.

SBI Securities first reported a position in WEX in Q3 2025 and held it in 1 quarter. The position peaked at $630 in Q3 2025. 428 funds tracked by Wall St. Rank hold WEX as of Q4 2025.

  • SBI Securities reported no remaining WEX position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 4 WEX shares in Q4 2025, an estimated $630.
  • SBI Securities first reported a position in WEX in Q3 2025 and held it in 1 quarter.
  • SBI Securities's WEX position peaked at $630 in Q3 2025.
  • 428 funds tracked by Wall St. Rank held WEX as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.