TFC Financial Management
WEX icon

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
Q3 		$169 Hold
1
– – ﹤0.01% 854
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

TFC Financial Management's WEX Position: Q3 2026 in Review

TFC Financial Management held its WEX (WEX) position steady in Q3 2026 at 1 share worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #854.

TFC Financial Management first reported a position in WEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $238 in Q1 2024. 190 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • TFC Financial Management held 1 share of WEX worth $169 as of Q3 2026.
  • TFC Financial Management left its WEX share count unchanged in Q3 2026.
  • WEX made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #854 holding.
  • TFC Financial Management first reported a position in WEX in Q1 2024 and has held it in 9 quarters since.
  • TFC Financial Management's WEX position peaked at $238 in Q1 2024.
  • 190 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.