Raymond James Financial
WBX

Raymond James Financial’s Wallbox WBX Stock Holding History

Raymond James 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
-510
Closed -$3.24K – 6770
2025
Q2 		$3.24K Hold
510
– – ﹤0.01% 6294
2025
Q1 		$3.34K Hold
510
– – ﹤0.01% 4804
2024
Q4 		$5.11K Buy
+510
New +$8.07K ﹤0.01% 4786

Other funds holding WBX

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Raymond James Financial's WBX Position: Q3 2025 in Review

Raymond James Financial sold out of Wallbox (WBX) in Q3 2025, closing a stake of 510 shares — an estimated $3.24K sold.

Raymond James Financial first reported a position in WBX in Q4 2024 and held it in 3 quarters. The position peaked at $5.11K in Q4 2024. 18 funds tracked by Wall St. Rank hold WBX as of Q3 2025.

  • Raymond James Financial reported no remaining Wallbox position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 510 Wallbox shares in Q3 2025, an estimated $3.24K.
  • Raymond James Financial first reported a position in Wallbox in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Wallbox position peaked at $5.11K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Wallbox as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.