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Carolina Wealth Advisors’s Babcock & Wilcox BW Stock Holding History

Carolina Wealth Advisors’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 		$10K Buy
709
+212
+43% +$3.6K ﹤0.01% 193
2026
Q1 		$7.3K Buy
+497
New +$5.22K ﹤0.01% 201

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

Carolina Wealth Advisors's BW Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Babcock & Wilcox (BW) stake by 43% in Q2 2026, buying an estimated $3.6K and bringing the position to 709 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Carolina Wealth Advisors first reported a position in BW in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Carolina Wealth Advisors held 709 shares of Babcock & Wilcox worth $10K as of Q2 2026.
  • Carolina Wealth Advisors bought 212 Babcock & Wilcox shares in Q2 2026, an estimated $3.6K.
  • Babcock & Wilcox made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Carolina Wealth Advisors first reported a position in Babcock & Wilcox in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.