Ameriprise’s Babcock & Wilcox BW Stock Holding History

Ameriprise’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	$108M	Buy	7,659,376 +4,055,825	+113%	+$68.8M	0.02%	580
2026 Q1	$52.9M	Buy	3,603,551 +1,201,910	+50%	+$12.6M	0.01%	844
2025 Q4	$15.2M	Buy	+2,401,641	New	+$11.8M	﹤0.01%	1609
2023 Q4	–	Sell	-16,868	Closed	-$71K	–	3906
2023 Q3	$71K	Buy	16,868 +2,083	+14%	+$10.9K	﹤0.01%	3822
2023 Q2	$87.2K	Buy	+14,785	New	+$86.7K	﹤0.01%	3832
2018 Q2	–	Sell	-10,944	Closed	-$478K	–	3643
2018 Q1	$478K	Buy	+10,944	New	+$635K	﹤0.01%	3223
2017 Q3	–	Sell	-27,963	Closed	-$3.29M	–	3678
2017 Q2	$3.29M	Buy	+27,963	New	+$2.89M	﹤0.01%	2350
2017 Q1	–	Sell	-31,296	Closed	-$5.19M	–	3615
2016 Q4	$5.19M	Buy	+31,296	New	+$4.99M	﹤0.01%	2021

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Ameriprise's BW Position: Q2 2026 in Review

Ameriprise increased its Babcock & Wilcox (BW) stake by 113% in Q2 2026, buying an estimated $68.8M and bringing the position to 7,659,376 shares worth $108M. The position accounts for 0.02% of the portfolio, ranked #580.

Ameriprise first reported a position in BW in Q4 2016 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Ameriprise held 7,659,376 shares of Babcock & Wilcox worth $108M as of Q2 2026.
Ameriprise bought 4,055,825 Babcock & Wilcox shares in Q2 2026, an estimated $68.8M.
Babcock & Wilcox made up 0.02% of Ameriprise's portfolio in Q2 2026, its #580 holding.
Ameriprise first reported a position in Babcock & Wilcox in Q4 2016 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.