AF
BWXT icon

Allworth Financial’s BWX Technologies BWXT Stock Holding History

Allworth 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
Q2 		$146K Buy
751
+223
+42% +$46.4K ﹤0.01% 1707
2026
Q1 		$108K Buy
528
+238
+82% +$48.3K ﹤0.01% 1791
2025
Q4 		$50.2K Buy
290
+38
+15% +$7.13K ﹤0.01% 2192
2025
Q3 		$46.5K Buy
252
+103
+69% +$16.6K ﹤0.01% 2143
2025
Q2 		$21.5K Sell
149
-4
-3% -$467 ﹤0.01% 2474
2025
Q1 		$16.5K Buy
153
+60
+65% +$6.51K ﹤0.01% 2188
2024
Q4 		$11.9K Buy
93
+76
+447% +$9.29K ﹤0.01% 2366
2024
Q3 		$1.85K Sell
17
-11
-39% -$1.09K ﹤0.01% 2998
2024
Q2 		$2.86K Buy
28
+3
+12% +$278 ﹤0.01% 2766
2024
Q1 		$2.57K Sell
25
-2
-7% -$179 ﹤0.01% 2717
2023
Q4 		$2.07K Sell
27
-16
-37% -$1.23K ﹤0.01% 2670
2023
Q3 		$3.23K Buy
43
+23
+115% +$1.66K ﹤0.01% 2317
2023
Q2 		$1.43K Hold
20
– – ﹤0.01% 2616
2023
Q1 		$1.26K Hold
20
– – ﹤0.01% 2585
2022
Q4 		$1.16K Buy
20
+11
+122% +$632 ﹤0.01% 2423
2022
Q3 		$0 Buy
9
+2
+29% +$108 ﹤0.01% 2683
2022
Q2 		$0 Hold
7
– – ﹤0.01% 2418
2022
Q1 		$0 Buy
+7
New +$344 ﹤0.01% 2129

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allworth Financial's BWXT Position: Q2 2026 in Review

Allworth Financial increased its BWX Technologies (BWXT) stake by 42% in Q2 2026, buying an estimated $46.4K and bringing the position to 751 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Allworth Financial first reported a position in BWXT in Q1 2022 and has held it in 18 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Allworth Financial held 751 shares of BWX Technologies worth $146K as of Q2 2026.
  • Allworth Financial bought 223 BWX Technologies shares in Q2 2026, an estimated $46.4K.
  • BWX Technologies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1707 holding.
  • Allworth Financial first reported a position in BWX Technologies in Q1 2022 and has held it in 18 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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