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BOLTON SECURITIES CORPORATION’s WEX WEX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$6.24K Sell
37
-75
-67% -$13.6K ﹤0.01% 1921
2026
Q2 		$15.8K Buy
112
+75
+203% +$11.1K ﹤0.01% 1686
2026
Q1 		$5.66K Sell
37
-75
-67% -$11.7K ﹤0.01% 1739
2025
Q4 		$16.7K Hold
112
– – ﹤0.01% 1476
2025
Q3 		$17.6K Hold
112
– – ﹤0.01% 1415
2025
Q2 		$16.5K Hold
112
– – ﹤0.01% 1373
2025
Q1 		$17.6K Buy
+112
New +$18.4K ﹤0.01% 1305

Other funds holding WEX

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
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

BOLTON SECURITIES CORPORATION's WEX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its WEX (WEX) stake by 67% in Q3 2026, selling an estimated $13.6K and leaving 37 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

BOLTON SECURITIES CORPORATION first reported a position in WEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.6K in Q3 2025. 319 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 37 shares of WEX worth $6.24K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 75 WEX shares in Q3 2026, an estimated $13.6K.
  • WEX made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1921 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WEX in Q1 2025 and has held it in 7 quarters since.
  • BOLTON SECURITIES CORPORATION's WEX position peaked at $17.6K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held WEX as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.