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TFC Financial Management’s WEX WEX Stock Holding History

TFC Financial Management’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 		$142 Hold
1
– – ﹤0.01% 884
2026
Q1 		$154 Hold
1
– – ﹤0.01% 816
2025
Q4 		$149 Hold
1
– – ﹤0.01% 814
2025
Q3 		$158 Hold
1
– – ﹤0.01% 834
2025
Q2 		$147 Buy
+1
New +$134 ﹤0.01% 831
2025
Q1 		– Sell
-1
Closed -$176 – 1058
2024
Q4 		$176 Hold
1
– – ﹤0.01% 747
2024
Q3 		$210 Buy
+1
New +$186 ﹤0.01% 741
2024
Q2 		– Sell
-1
Closed -$238 – 1109
2024
Q1 		$238 Buy
+1
New +$215 ﹤0.01% 714

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

TFC Financial Management's WEX Position: Q2 2026 in Review

TFC Financial Management held its WEX (WEX) position steady in Q2 2026 at 1 share worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #884.

TFC Financial Management first reported a position in WEX in Q1 2024 and has held it in 8 quarters since. The position peaked at $238 in Q1 2024. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • TFC Financial Management held 1 share of WEX worth $142 as of Q2 2026.
  • TFC Financial Management left its WEX share count unchanged in Q2 2026.
  • WEX made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #884 holding.
  • TFC Financial Management first reported a position in WEX in Q1 2024 and has held it in 8 quarters since.
  • TFC Financial Management's WEX position peaked at $238 in Q1 2024.
  • 417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.