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Avion Wealth’s Babcock & Wilcox BW Stock Holding History

Avion Wealth’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 		$3K Buy
+250
New +$4.24K ﹤0.01% 914

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

Avion Wealth's BW Position: Q2 2026 in Review

Avion Wealth opened a new position in Babcock & Wilcox (BW) in Q2 2026: 250 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Avion Wealth held 250 shares of Babcock & Wilcox worth $3K as of Q2 2026.
  • Babcock & Wilcox was a new Avion Wealth position in Q2 2026.
  • Babcock & Wilcox made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #914 holding.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.