JY
WBX

Jeff Yass’s Wallbox WBX Stock Holding History

Jeff Yass’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
2024
Q2 		– Sell
-1,840
Closed -$52.3K – 13339
2024
Q1 		$52.3K Buy
1,840
+570
+45% +$17.1K ﹤0.01% 11548
2023
Q4 		$44.5K Buy
+1,270
New +$45.4K ﹤0.01% 11757
2022
Q4 		– Sell
-930
Closed -$147K – 13810
2022
Q3 		$147K Buy
930
+140
+18% +$24.9K ﹤0.01% 11267
2022
Q2 		$140K Sell
790
-235
-23% -$50.5K ﹤0.01% 11113
2022
Q1 		$261K Sell
1,025
-75
-7% -$19.9K ﹤0.01% 10601
2021
Q4 		$359K Buy
+1,100
New +$302K ﹤0.01% 10053

Other funds holding WBX

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
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

Jeff Yass's WBX Position: Q2 2026 in Review

Jeff Yass opened a new position in Wallbox (WBX) in Q2 2026: 12,785 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #12834 among its holdings. This is a return to the name: Jeff Yass previously reported a position in WBX as recently as Q4 2025.

Jeff Yass first reported a position in WBX in Q4 2022 and has held it in 8 quarters since. The position peaked at $143K in Q4 2023. 15 funds tracked by Wall St. Rank hold WBX as of Q2 2026.

  • Jeff Yass held 12,785 shares of Wallbox worth $48.8K as of Q2 2026.
  • Wallbox was a new Jeff Yass position in Q2 2026.
  • Wallbox made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12834 holding.
  • Jeff Yass first reported a position in Wallbox in Q4 2022 and has held it in 8 quarters since.
  • Jeff Yass's Wallbox position peaked at $143K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Wallbox as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.