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Transamerica Financial Advisors’s WEX WEX Stock Holding History

Transamerica Financial Advisors’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
-11
-92% -$1.63K ﹤0.01% 1940
2026
Q1 		$1.84K Buy
+12
New +$1.88K ﹤0.01% 1227
2025
Q4 		– Sell
-1
Closed -$158 – 1921
2025
Q3 		$158 Buy
+1
New +$165 ﹤0.01% 1466

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

Transamerica Financial Advisors's WEX Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its WEX (WEX) stake by 92% in Q2 2026, selling an estimated $1.63K and leaving 1 share worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Transamerica Financial Advisors first reported a position in WEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.84K in Q1 2026. 415 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Transamerica Financial Advisors held 1 share of WEX worth $141 as of Q2 2026.
  • Transamerica Financial Advisors sold 11 WEX shares in Q2 2026, an estimated $1.63K.
  • WEX made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1940 holding.
  • Transamerica Financial Advisors first reported a position in WEX in Q3 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's WEX position peaked at $1.84K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.