Strive Financial Group
WEX icon

Strive Financial Group’s WEX WEX Stock Holding History

Strive 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
Q3 		$4.22K Buy
+25
New +$4.53K ﹤0.01% 836

Other funds holding WEX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return

Strive Financial Group's WEX Position: Q3 2026 in Review

Strive Financial Group opened a new position in WEX (WEX) in Q3 2026: 25 shares worth $4.22K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

347 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Strive Financial Group held 25 shares of WEX worth $4.22K as of Q3 2026.
  • WEX was a new Strive Financial Group position in Q3 2026.
  • WEX made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #836 holding.
  • 347 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.