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
Q2 		$312K Sell
81,777
-3,143
-4% -$9.57K ﹤0.01% 2711
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

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott's WBX Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Wallbox (WBX) stake by 3.7% in Q2 2026, selling an estimated $9.57K and leaving 81,777 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Janney Montgomery Scott first reported a position in WBX in Q4 2021 and has held it in 5 quarters since. The position peaked at $386K in Q3 2025. 15 funds tracked by Wall St. Rank hold WBX as of Q2 2026.

  • Janney Montgomery Scott held 81,777 shares of Wallbox worth $312K as of Q2 2026.
  • Janney Montgomery Scott sold 3,143 Wallbox shares in Q2 2026, an estimated $9.57K.
  • Wallbox made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2711 holding.
  • Janney Montgomery Scott first reported a position in Wallbox in Q4 2021 and has held it in 5 quarters since.
  • Janney Montgomery Scott's Wallbox position peaked at $386K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Wallbox as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.