Access Financial Services
BWXT icon

Access Financial Services’s BWX Technologies BWXT Stock Holding History

Access Financial Services’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$821K Buy
+5,993
New +$978K 0.27% 53
2021
Q4 		– Sell
-15,736
Closed -$848K – 116
2021
Q3 		$848K Buy
15,736
+4,835
+44% +$272K 0.38% 73
2021
Q2 		$634K Buy
+10,901
New +$701K 0.29% 82

Other funds holding BWXT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Access Financial Services's BWXT Position: Q3 2026 in Review

Access Financial Services opened a new position in BWX Technologies (BWXT) in Q3 2026: 5,993 shares worth $821K. The stake represents 0.27% of the portfolio and ranks #53 among its holdings. This is a return to the name: Access Financial Services previously reported a position in BWXT as recently as Q3 2021.

Access Financial Services first reported a position in BWXT in Q2 2021 and has held it in 3 quarters since. The position peaked at $848K in Q3 2021. 474 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Access Financial Services held 5,993 shares of BWX Technologies worth $821K as of Q3 2026.
  • BWX Technologies was a new Access Financial Services position in Q3 2026.
  • BWX Technologies made up 0.27% of Access Financial Services's portfolio in Q3 2026, its #53 holding.
  • Access Financial Services first reported a position in BWX Technologies in Q2 2021 and has held it in 3 quarters since.
  • Access Financial Services's BWX Technologies position peaked at $848K in Q3 2021.
  • 474 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Access Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.