MFIM
WBX

Mesirow Financial Investment Management’s Wallbox WBX Stock Holding History

Mesirow Financial Investment Management’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
-500
Closed -$3.18K – 564
2025
Q2 		$3.18K Hold
500
– – ﹤0.01% 536
2025
Q1 		$3.28K Hold
500
– – ﹤0.01% 591
2024
Q4 		$5.01K Sell
500
-500
-50% -$7.92K ﹤0.01% 595
2024
Q3 		$24.4K Buy
1,000
+500
+100% +$13.7K ﹤0.01% 587
2024
Q2 		$13.1K Hold
500
– – ﹤0.01% 507
2024
Q1 		$14.2K Buy
+500
New +$15K ﹤0.01% 521

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

Mesirow Financial Investment Management's WBX Position: Q3 2025 in Review

Mesirow Financial Investment Management sold out of Wallbox (WBX) in Q3 2025, closing a stake of 500 shares — an estimated $3.18K sold.

Mesirow Financial Investment Management first reported a position in WBX in Q1 2024 and held it in 6 quarters. The position peaked at $24.4K in Q3 2024. 18 funds tracked by Wall St. Rank hold WBX as of Q3 2025.

  • Mesirow Financial Investment Management reported no remaining Wallbox position as of Q3 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 500 Wallbox shares in Q3 2025, an estimated $3.18K.
  • Mesirow Financial Investment Management first reported a position in Wallbox in Q1 2024 and held it in 6 quarters.
  • Mesirow Financial Investment Management's Wallbox position peaked at $24.4K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Wallbox as of Q3 2025.

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