UMB Bank’s WEX WEX Stock Holding History

UMB Bank’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	$85.1K	Buy	556 +9	+2%	+$1.41K	﹤0.01%	1042
2025 Q4	$81.5K	Buy	547 +164	+43%	+$24.7K	﹤0.01%	1040
2025 Q3	$60.3K	Buy	383 +7	+2%	+$1.16K	﹤0.01%	1078
2025 Q2	$55.2K	Buy	376 +68	+22%	+$9.13K	﹤0.01%	1084
2025 Q1	$48.4K	Buy	308 +47	+18%	+$7.74K	﹤0.01%	1064
2024 Q4	$45.8K	Buy	261 +221	+553%	+$41.4K	﹤0.01%	950
2024 Q3	$8.39K	Buy	40 +21	+111%	+$3.91K	﹤0.01%	1545
2024 Q2	$3.37K	Buy	19 +4	+27%	+$816	﹤0.01%	1577
2024 Q1	$3.56K	Buy	15 +3	+25%	+$646	﹤0.01%	1423
2023 Q4	$2.33K	Hold	12	–	–	﹤0.01%	1481
2023 Q3	$2.26K	Buy	+12	New	+$2.32K	﹤0.01%	1515
2022 Q3	–	Sell	-13	Closed	-$2K	–	1993
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	1779
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	1856
2021 Q4	$2K	Buy	+13	New	+$1.99K	﹤0.01%	1859

Other funds holding WEX

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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