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
Q2 		$199 Hold
50
– – ﹤0.01% 4849
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

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 40.89% 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

Jones Financial Companies's WBX Position: Q2 2026 in Review

Jones Financial Companies held its Wallbox (WBX) position steady in Q2 2026 at 50 shares worth $199. The position accounts for ﹤0.01% of the portfolio, ranked #4849.

Jones Financial Companies first reported a position in WBX in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold WBX as of Q2 2026.

  • Jones Financial Companies held 50 shares of Wallbox worth $199 as of Q2 2026.
  • Jones Financial Companies left its Wallbox share count unchanged in Q2 2026.
  • Wallbox made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4849 holding.
  • Jones Financial Companies first reported a position in Wallbox in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Wallbox as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.