Advisory Services Network’s Wallbox WBX Stock Holding History

Advisory Services Network’s Portfolio WBX Stock Details WBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47	Buy	+19	New	+$55	﹤0.01%	4767
2025 Q4	–	Sell	-19	Closed	-$85	–	4206
2025 Q3	$85	Buy	+19	New	+$93	﹤0.01%	4390
2024 Q1	–	Sell	-23	Closed	-$788	–	3630
2023 Q4	$788	Buy	+23	New	+$823	﹤0.01%	3577
2023 Q2	–	Sell	-15	Closed	-$1.47K	–	3627
2023 Q1	$1.47K	Hold	15	–	–	﹤0.01%	3530
2022 Q4	$1.07K	Buy	+15	New	+$1.7K	﹤0.01%	3576

Other funds holding WBX

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisory Services Network's WBX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Wallbox (WBX) in Q1 2026: 19 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #4767 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in WBX as recently as Q3 2025.

Advisory Services Network first reported a position in WBX in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.47K in Q1 2023. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

Advisory Services Network held 19 shares of Wallbox worth $47 as of Q1 2026.
Wallbox was a new Advisory Services Network position in Q1 2026.
Wallbox made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4767 holding.
Advisory Services Network first reported a position in Wallbox in Q4 2022 and has held it in 5 quarters since.
Advisory Services Network's Wallbox position peaked at $1.47K in Q1 2023.
14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.