Stifel Financial
WBX

Stifel Financial’s Wallbox WBX Stock Holding History

Stifel 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
2026
Q1 		$45.8K Sell
18,473
-14,438
-44% -$41.5K ﹤0.01% 3584
2025
Q4 		$77K Sell
32,911
-626
-2% -$2.59K ﹤0.01% 3504
2025
Q3 		$150K Sell
33,537
-51,906
-61% -$254K ﹤0.01% 3396
2025
Q2 		$543K Sell
85,443
-3,360
-4% -$22.6K ﹤0.01% 2728
2025
Q1 		$582K Buy
88,803
+1,137
+1% +$10.4K ﹤0.01% 2591
2024
Q4 		$878K Sell
87,666
-27,604
-24% -$437K ﹤0.01% 2336
2024
Q3 		$2.81M Buy
115,270
+19,777
+21% +$540K ﹤0.01% 1561
2024
Q2 		$2.5M Buy
95,493
+6,178
+7% +$179K ﹤0.01% 1568
2024
Q1 		$2.54M Buy
89,315
+6,608
+8% +$199K ﹤0.01% 1553
2023
Q4 		$2.89M Buy
82,707
+14,422
+21% +$516K ﹤0.01% 1427
2023
Q3 		$3.07M Buy
68,285
+8,248
+14% +$538K ﹤0.01% 1312
2023
Q2 		$4.25M Buy
60,037
+10,474
+21% +$692K 0.01% 1143
2023
Q1 		$4.85M Buy
49,563
+2,801
+6% +$280K 0.01% 1033
2022
Q4 		$3.35M Buy
46,762
+3,997
+9% +$453K 0.01% 1202
2022
Q3 		$6.74M Buy
42,765
+5,837
+16% +$1.04M 0.01% 794
2022
Q2 		$6.56M Buy
36,928
+3,227
+10% +$694K 0.01% 830
2022
Q1 		$8.59M Buy
33,701
+6,586
+24% +$1.75M 0.01% 787
2021
Q4 		$8.86M Buy
+27,115
New +$7.44M 0.01% 791

Other funds holding WBX

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Stifel Financial's WBX Position: Q1 2026 in Review

Stifel Financial reduced its Wallbox (WBX) stake by 44% in Q1 2026, selling an estimated $41.5K and leaving 18,473 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3584.

Stifel Financial first reported a position in WBX in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.86M in Q4 2021. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

  • Stifel Financial held 18,473 shares of Wallbox worth $45.8K as of Q1 2026.
  • Stifel Financial sold 14,438 Wallbox shares in Q1 2026, an estimated $41.5K.
  • Wallbox made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3584 holding.
  • Stifel Financial first reported a position in Wallbox in Q4 2021 and has held it in 18 quarters since.
  • Stifel Financial's Wallbox position peaked at $8.86M in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.