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Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

WEX holding history

WEX Inc. in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEX overviewAll 13F holders of WEXFull Q2 2026 holdings

Shares (Q2 2026)
15,123
Value
$2.13M
% of portfolio
0.1%
Quarters held
10
Since Q2 2023
Holdings of WEX by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,123$2.13M0.1%+15,123NewHolders
Q1 20260$00.0%−2,344−100.0%Sold outHolders
Q4 20252,344$349.2K<0.1%−14,651−86.2%ReducedHolders
Q3 202516,995$2.68M0.1%+16,995NewHolders
Q1 20250$00.0%−1,264−100.0%Sold outHolders
Q4 20241,264$221.6K<0.1%−15,263−92.4%ReducedHolders
Q3 202416,527$3.47M0.1%−275−1.6%ReducedHolders
Q2 202416,802$2.98M0.1%+382+2.3%AddedHolders
Q1 202416,420$3.90M0.1%−12,212−42.7%ReducedHolders
Q4 202328,632$5.57M0.2%+7,512+35.6%AddedHolders
Q3 202321,120$3.97M0.2%+11,983+131.1%AddedHolders
Q2 20239,137$1.66M0.1%+9,137NewHolders