Jones Financial Companies
WBX

Jones Financial Companies’s Wallbox WBX Stock Holding History

Jones Financial Companies’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 		$126 Buy
50
+20
+67% +$57 ﹤0.01% 4626
2025
Q4 		$70 Hold
30
– – ﹤0.01% 4329
2025
Q3 		$137 Buy
+30
New +$147 ﹤0.01% 4146

Other funds holding WBX

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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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Jones Financial Companies's WBX Position: Q1 2026 in Review

Jones Financial Companies increased its Wallbox (WBX) stake by 67% in Q1 2026, buying an estimated $57 and bringing the position to 50 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #4626.

Jones Financial Companies first reported a position in WBX in Q3 2025 and has held it in 3 quarters since. The position peaked at $137 in Q3 2025. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

  • Jones Financial Companies held 50 shares of Wallbox worth $126 as of Q1 2026.
  • Jones Financial Companies bought 20 Wallbox shares in Q1 2026, an estimated $57.
  • Wallbox made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4626 holding.
  • Jones Financial Companies first reported a position in Wallbox in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Wallbox position peaked at $137 in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.