LPL Financial
WBX

LPL Financial’s Wallbox WBX Stock Holding History

LPL Financial’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
Q3 		– Sell
-1,334
Closed -$8.48K – 6003
2025
Q2 		$8.48K Hold
1,334
– – ﹤0.01% 5527
2025
Q1 		$8.74K Hold
1,334
– – ﹤0.01% 5322
2024
Q4 		$13.4K Sell
1,334
-54
-4% -$855 ﹤0.01% 5234
2024
Q3 		$33.9K Buy
1,388
+30
+2% +$820 ﹤0.01% 5038
2024
Q2 		$35.6K Buy
1,358
+3
+0.2% +$87 ﹤0.01% 4883
2024
Q1 		$38.5K Hold
1,355
– – ﹤0.01% 4791
2023
Q4 		$47.4K Buy
1,355
+115
+9% +$4.11K ﹤0.01% 4655
2023
Q3 		$55.8K Buy
+1,240
New +$80.9K ﹤0.01% 4511
2022
Q4 		– Sell
-560
Closed -$88K – 4576
2022
Q3 		$88K Buy
560
+8
+1% +$1.43K ﹤0.01% 4139
2022
Q2 		$98K Buy
+552
New +$119K ﹤0.01% 4137

Other funds holding WBX

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

LPL Financial's WBX Position: Q3 2025 in Review

LPL Financial sold out of Wallbox (WBX) in Q3 2025, closing a stake of 1,334 shares — an estimated $8.48K sold.

LPL Financial first reported a position in WBX in Q2 2022 and held it in 10 quarters. The position peaked at $98K in Q2 2022. 18 funds tracked by Wall St. Rank hold WBX as of Q3 2025.

  • LPL Financial reported no remaining Wallbox position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 1,334 Wallbox shares in Q3 2025, an estimated $8.48K.
  • LPL Financial first reported a position in Wallbox in Q2 2022 and held it in 10 quarters.
  • LPL Financial's Wallbox position peaked at $98K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held Wallbox as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.