Superior Planning, LLC’s Babcock & Wilcox BW Stock Holding History

Superior Planning, LLC’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$315	Buy	+54	New	+$474	﹤0.01%	1975

Other funds holding BW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Superior Planning, LLC's BW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Babcock & Wilcox (BW) in Q3 2026: 54 shares worth $315. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

102 funds tracked by Wall St. Rank hold BW as of Q3 2026.

Superior Planning, LLC held 54 shares of Babcock & Wilcox worth $315 as of Q3 2026.
Babcock & Wilcox was a new Superior Planning, LLC position in Q3 2026.
Babcock & Wilcox made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1975 holding.
102 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.