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Sunbelt Securities’s WEX WEX Stock Holding History

Sunbelt 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
2026
Q1 		$1.53K Hold
10
– – ﹤0.01% 1992
2025
Q4 		$1.49K Hold
10
– – ﹤0.01% 1956
2025
Q3 		$1.57K Buy
+10
New +$1.65K ﹤0.01% 1937
2024
Q3 		– Sell
-22
Closed -$3.9K – 1907
2024
Q2 		$3.9K Hold
22
– – ﹤0.01% 1442
2024
Q1 		$5.23K Sell
22
-42
-66% -$9.04K ﹤0.01% 1356
2023
Q4 		$12.5K Hold
64
– – ﹤0.01% 1131
2023
Q3 		$12K Hold
64
– – ﹤0.01% 1110
2023
Q2 		$11.7K Hold
64
– – ﹤0.01% 1142
2023
Q1 		$11.5K Buy
+64
New +$11.7K ﹤0.01% 1093

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sunbelt Securities's WEX Position: Q1 2026 in Review

Sunbelt Securities held its WEX (WEX) position steady in Q1 2026 at 10 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Sunbelt Securities first reported a position in WEX in Q1 2023 and has held it in 9 quarters since. The position peaked at $12.5K in Q4 2023. 429 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • Sunbelt Securities held 10 shares of WEX worth $1.53K as of Q1 2026.
  • Sunbelt Securities left its WEX share count unchanged in Q1 2026.
  • WEX made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1992 holding.
  • Sunbelt Securities first reported a position in WEX in Q1 2023 and has held it in 9 quarters since.
  • Sunbelt Securities's WEX position peaked at $12.5K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held WEX as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.