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Allworth Financial’s Babcock & Wilcox BW Stock Holding History

Allworth Financial’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
Q2 		$3.46K Buy
245
+219
+842% +$3.72K ﹤0.01% 4299
2026
Q1 		$382 Buy
+26
New +$273 ﹤0.01% 4797
2024
Q4 		– Sell
-177
Closed -$362 – 3955
2024
Q3 		$362 Sell
177
-39
-18% -$55 ﹤0.01% 3494
2024
Q2 		$344 Hold
216
– – ﹤0.01% 3461
2024
Q1 		$245 Hold
216
– – ﹤0.01% 3422
2023
Q4 		$316 Hold
216
– – ﹤0.01% 3230
2023
Q3 		$910 Buy
216
+177
+454% +$924 ﹤0.01% 2881
2023
Q2 		$231 Hold
39
– – ﹤0.01% 3071
2023
Q1 		$237 Buy
+39
New +$241 ﹤0.01% 2975

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's BW Position: Q2 2026 in Review

Allworth Financial increased its Babcock & Wilcox (BW) stake by 842% in Q2 2026, buying an estimated $3.72K and bringing the position to 245 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4299.

Allworth Financial first reported a position in BW in Q1 2023 and has held it in 9 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Allworth Financial held 245 shares of Babcock & Wilcox worth $3.46K as of Q2 2026.
  • Allworth Financial bought 219 Babcock & Wilcox shares in Q2 2026, an estimated $3.72K.
  • Babcock & Wilcox made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4299 holding.
  • Allworth Financial first reported a position in Babcock & Wilcox in Q1 2023 and has held it in 9 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.