Align Financial’s BWX Technologies BWXT Stock Holding History

Align Financial’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	$137	Buy	+1	New	+$163	﹤0.01%	635

Other funds holding BWXT

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 35.29% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Align Financial's BWXT Position: Q3 2026 in Review

Align Financial opened a new position in BWX Technologies (BWXT) in Q3 2026: 1 share worth $137. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings.

119 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Align Financial held 1 share of BWX Technologies worth $137 as of Q3 2026.
BWX Technologies was a new Align Financial position in Q3 2026.
BWX Technologies made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #635 holding.
119 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.