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Catalyst Funds Management’s Babcock & Wilcox BW Stock Holding History

Catalyst Funds Management’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 		– Sell
-30,600
Closed -$450K – 687
2026
Q1 		$450K Buy
+30,600
New +$322K 0.08% 267
2025
Q2 		– Sell
-14,484
Closed -$9.74K – 467
2025
Q1 		$9.74K Sell
14,484
-516
-3% -$638 ﹤0.01% 447
2024
Q4 		$24.6K Hold
15,000
– – 0.01% 290
2024
Q3 		$30.6K Hold
15,000
– – 0.01% 977
2024
Q2 		$21.8K Buy
+15,000
New +$18K 0.01% 648

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

Catalyst Funds Management's BW Position: Q2 2026 in Review

Catalyst Funds Management sold out of Babcock & Wilcox (BW) in Q2 2026, closing a stake of 30,600 shares — an estimated $450K sold.

Catalyst Funds Management first reported a position in BW in Q2 2024 and held it in 5 quarters. The position peaked at $450K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Catalyst Funds Management reported no remaining Babcock & Wilcox position as of Q2 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 30,600 Babcock & Wilcox shares in Q2 2026, an estimated $450K.
  • Catalyst Funds Management first reported a position in Babcock & Wilcox in Q2 2024 and held it in 5 quarters.
  • Catalyst Funds Management's Babcock & Wilcox position peaked at $450K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.