Janney Montgomery Scott
WBX

Janney Montgomery Scott’s Wallbox WBX Stock Holding History

Janney Montgomery Scott’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 		$211K Sell
84,920
-356
-0.4% -$1.02K ﹤0.01% 2605
2025
Q4 		$200K Sell
85,276
-1,060
-1% -$4.38K ﹤0.01% 2805
2025
Q3 		$386K Buy
+86,336
New +$423K ﹤0.01% 2325
2022
Q1 		– Sell
-528
Closed -$173K – 2455
2021
Q4 		$173K Buy
+528
New +$145K ﹤0.01% 2258

Other funds holding WBX

Stifel Financial
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Janney Montgomery Scott's WBX Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Wallbox (WBX) stake by 0.42% in Q1 2026, selling an estimated $1.02K and leaving 84,920 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Janney Montgomery Scott first reported a position in WBX in Q4 2021 and has held it in 4 quarters since. The position peaked at $386K in Q3 2025. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

  • Janney Montgomery Scott held 84,920 shares of Wallbox worth $211K as of Q1 2026.
  • Janney Montgomery Scott sold 356 Wallbox shares in Q1 2026, an estimated $1.02K.
  • Wallbox made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2605 holding.
  • Janney Montgomery Scott first reported a position in Wallbox in Q4 2021 and has held it in 4 quarters since.
  • Janney Montgomery Scott's Wallbox position peaked at $386K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.