Larson Financial Group’s Wallbox WBX Stock Holding History

Larson Financial Group’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
2025 Q2	–	Sell	-3,750	Closed	-$24.6K	–	3512
2025 Q1	$24.6K	Buy	+3,750	New	+$34.2K	﹤0.01%	1287

Other funds holding WBX

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's WBX Position: Q2 2025 in Review

Larson Financial Group sold out of Wallbox (WBX) in Q2 2025, closing a stake of 3,750 shares — an estimated $24.6K sold.

Larson Financial Group first reported a position in WBX in Q1 2025 and held it in 1 quarter. The position peaked at $24.6K in Q1 2025. 20 funds tracked by Wall St. Rank hold WBX as of Q2 2025.

Larson Financial Group reported no remaining Wallbox position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 3,750 Wallbox shares in Q2 2025, an estimated $24.6K.
Larson Financial Group first reported a position in Wallbox in Q1 2025 and held it in 1 quarter.
Larson Financial Group's Wallbox position peaked at $24.6K in Q1 2025.
20 funds tracked by Wall St. Rank held Wallbox as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.