Clearstead Advisors’s Babcock & Wilcox BW Stock Holding History

Clearstead 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 Q3	$58.4K	Buy	+10,000	New	+$87.7K	﹤0.01%	1406

Other funds holding BW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Clearstead Advisors's BW Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Babcock & Wilcox (BW) in Q3 2026: 10,000 shares worth $58.4K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

88 funds tracked by Wall St. Rank hold BW as of Q3 2026.

Clearstead Advisors held 10,000 shares of Babcock & Wilcox worth $58.4K as of Q3 2026.
Babcock & Wilcox was a new Clearstead Advisors position in Q3 2026.
Babcock & Wilcox made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1406 holding.
88 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.