CPIG
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Chicago Partners Investment Group’s Babcock & Wilcox BW Stock Holding History

Chicago Partners Investment Group’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 		$162K Buy
14,754
+1,697
+13% +$28.8K ﹤0.01% 1454
2026
Q1 		$208K Buy
13,057
+3,057
+31% +$32.1K ﹤0.01% 1329
2025
Q4 		$94.5K Buy
+10,000
New +$49.3K ﹤0.01% 1266
2017
Q1 		– Sell
-2
Closed – – 548
2016
Q4 		$0 Hold
2
– – ﹤0.01% 537
2016
Q3 		$0 Hold
2
– – ﹤0.01% 495
2016
Q2 		$0 Hold
2
– – ﹤0.01% 445
2016
Q1 		$0 Hold
2
– – ﹤0.01% 439
2015
Q4 		$0 Hold
2
– – ﹤0.01% 492
2015
Q3 		$0 Buy
+2
New +$369 ﹤0.01% 437

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

Chicago Partners Investment Group's BW Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Babcock & Wilcox (BW) stake by 13% in Q2 2026, buying an estimated $28.8K and bringing the position to 14,754 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Chicago Partners Investment Group first reported a position in BW in Q3 2015 and has held it in 9 quarters since. The position peaked at $208K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Chicago Partners Investment Group held 14,754 shares of Babcock & Wilcox worth $162K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,697 Babcock & Wilcox shares in Q2 2026, an estimated $28.8K.
  • Babcock & Wilcox made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1454 holding.
  • Chicago Partners Investment Group first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 9 quarters since.
  • Chicago Partners Investment Group's Babcock & Wilcox position peaked at $208K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.