Truist Financial
WEX icon

Truist Financial’s WEX WEX Stock Holding History

Truist Financial’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 		$538K Buy
3,812
+6
+0.2% +$889 ﹤0.01% 2157
2026
Q1 		$582K Buy
3,806
+1,174
+45% +$184K ﹤0.01% 1996
2025
Q4 		$392K Sell
2,632
-300
-10% -$45.2K ﹤0.01% 2169
2025
Q3 		$462K Buy
2,932
+207
+8% +$34.2K ﹤0.01% 2080
2025
Q2 		$400K Buy
2,725
+219
+9% +$29.4K ﹤0.01% 2057
2025
Q1 		$393K Buy
2,506
+227
+10% +$37.4K ﹤0.01% 2000
2024
Q4 		$400K Sell
2,279
-461
-17% -$86.4K ﹤0.01% 2005
2024
Q3 		$575K Sell
2,740
-203
-7% -$37.8K ﹤0.01% 1788
2024
Q2 		$521K Buy
2,943
+510
+21% +$104K ﹤0.01% 1951
2024
Q1 		$578K Buy
2,433
+734
+43% +$158K ﹤0.01% 1884
2023
Q4 		$331K Sell
1,699
-578
-25% -$105K ﹤0.01% 2247
2023
Q3 		$428K Sell
2,277
-481
-17% -$92.9K ﹤0.01% 2001
2023
Q2 		$502K Sell
2,758
-124
-4% -$22K ﹤0.01% 1941
2023
Q1 		$530K Sell
2,882
-134
-4% -$24.4K ﹤0.01% 1945
2022
Q4 		$494K Buy
3,016
+1,074
+55% +$167K ﹤0.01% 1966
2022
Q3 		$247K Buy
1,942
+248
+15% +$39K ﹤0.01% 2189
2022
Q2 		$263K Buy
1,694
+538
+47% +$88.1K ﹤0.01% 2296
2022
Q1 		$206K Buy
+1,156
New +$189K ﹤0.01% 2525
2021
Q4 		– Sell
-1,362
Closed -$240K – 2857
2021
Q3 		$240K Buy
1,362
+13
+1% +$2.37K ﹤0.01% 2475
2021
Q2 		$262K Buy
+1,349
New +$277K ﹤0.01% 2449
2020
Q4 		– Sell
-4,808
Closed -$668K – 2646
2020
Q3 		$668K Buy
4,808
+676
+16% +$106K ﹤0.01% 1573
2020
Q2 		$682K Buy
4,132
+328
+9% +$45K ﹤0.01% 1455
2020
Q1 		$398K Sell
3,804
-2,547
-40% -$475K ﹤0.01% 1686
2019
Q4 		$1.33M Buy
+6,351
New +$1.27M ﹤0.01% 1314

Other funds holding WEX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Truist Financial's WEX Position: Q2 2026 in Review

Truist Financial increased its WEX (WEX) stake by 0.16% in Q2 2026, buying an estimated $889 and bringing the position to 3,812 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Truist Financial first reported a position in WEX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.33M in Q4 2019. 157 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Truist Financial held 3,812 shares of WEX worth $538K as of Q2 2026.
  • Truist Financial bought 6 WEX shares in Q2 2026, an estimated $889.
  • WEX made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2157 holding.
  • Truist Financial first reported a position in WEX in Q4 2019 and has held it in 24 quarters since.
  • Truist Financial's WEX position peaked at $1.33M in Q4 2019.
  • 157 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.