Zions Bancorporation, National Association’s WEX WEX Stock Holding History

Zions Bancorporation, National Association’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	$493K	Sell	3,491 -3,977	-53%	-$589K	0.03%	251
2026 Q1	$1.14M	Sell	7,468 -4,946	-40%	-$773K	0.07%	151
2025 Q4	$1.85M	Sell	12,414 -1,307	-10%	-$197K	0.09%	159
2025 Q3	$2.16M	Sell	13,721 -1,992	-13%	-$329K	0.11%	136
2025 Q2	$2.31M	Buy	15,713 +46	+0.3%	+$6.18K	0.12%	143
2025 Q1	$2.46M	Buy	+15,667	New	+$2.58M	0.16%	125

Other funds holding WEX

Jupiter Topco New York $245B AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zions Bancorporation, National Association's WEX Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its WEX (WEX) stake by 53% in Q2 2026, selling an estimated $589K and leaving 3,491 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #251.

Zions Bancorporation, National Association first reported a position in WEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.46M in Q1 2025. 416 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Zions Bancorporation, National Association held 3,491 shares of WEX worth $493K as of Q2 2026.
Zions Bancorporation, National Association sold 3,977 WEX shares in Q2 2026, an estimated $589K.
WEX made up 0.03% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #251 holding.
Zions Bancorporation, National Association first reported a position in WEX in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's WEX position peaked at $2.46M in Q1 2025.
416 funds tracked by Wall St. Rank held WEX as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.