CWM
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Congress Wealth Management’s Babcock & Wilcox BW Stock Holding History

Congress Wealth 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
2025
Q2 		$19.3K Sell
20,032
-2,000
-9% -$1.36K ﹤0.01% 1178
2025
Q1 		$17.4K Buy
+22,032
New +$27.2K ﹤0.01% 1062

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $462M AUM 226.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Congress Wealth Management's BW Position: Q2 2025 in Review

Congress Wealth Management reduced its Babcock & Wilcox (BW) stake by 9.1% in Q2 2025, selling an estimated $1.36K and leaving 20,032 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Congress Wealth Management first reported a position in BW in Q1 2025 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

  • Congress Wealth Management held 20,032 shares of Babcock & Wilcox worth $19.3K as of Q2 2025.
  • Congress Wealth Management sold 2,000 Babcock & Wilcox shares in Q2 2025, an estimated $1.36K.
  • Babcock & Wilcox made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1178 holding.
  • Congress Wealth Management first reported a position in Babcock & Wilcox in Q1 2025 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.