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Silver Grove Financial Group’s WEX WEX Stock Holding History

Silver Grove Financial 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
Q2 		$141 Sell
1
-15
-94% -$2.22K ﹤0.01% 2289
2026
Q1 		$2.45K Buy
+16
New +$2.5K ﹤0.01% 402

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 $3.37T AUM 44.26% 1-Year Est. Return

Silver Grove Financial Group's WEX Position: Q2 2026 in Review

Silver Grove Financial Group reduced its WEX (WEX) stake by 94% in Q2 2026, selling an estimated $2.22K and leaving 1 share worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Silver Grove Financial Group first reported a position in WEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.45K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Silver Grove Financial Group held 1 share of WEX worth $141 as of Q2 2026.
  • Silver Grove Financial Group sold 15 WEX shares in Q2 2026, an estimated $2.22K.
  • WEX made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #2289 holding.
  • Silver Grove Financial Group first reported a position in WEX in Q1 2026 and has held it in 2 quarters since.
  • Silver Grove Financial Group's WEX position peaked at $2.45K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.