Cooper Financial Group’s BWX Technologies BWXT Stock Holding History

Cooper Financial Group’s Portfolio BWXT Stock Details BWXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$551K	Buy	4,022 +34	+0.9%	+$5.55K	0.04%	248
2026 Q2	$776K	Buy	3,988 +1	+0%	+$208	0.06%	204
2026 Q1	$815K	Sell	3,987 -498	-11%	-$101K	0.08%	186
2025 Q4	$775K	Hold	4,485	–	–	0.08%	177
2025 Q3	$827K	Sell	4,485 -610	-12%	-$98.1K	0.09%	171
2025 Q2	$734K	Sell	5,095 -1,478	-22%	-$173K	0.09%	186
2025 Q1	$648K	Sell	6,573 -47	-0.7%	-$5.1K	0.09%	202
2024 Q4	$737K	Buy	+6,620	New	+$809K	0.09%	183

Other funds holding BWXT

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

Cooper Financial Group's BWXT Position: Q3 2026 in Review

Cooper Financial Group increased its BWX Technologies (BWXT) stake by 0.85% in Q3 2026, buying an estimated $5.55K and bringing the position to 4,022 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #248.

Cooper Financial Group first reported a position in BWXT in Q4 2024 and has held it in 8 quarters since. The position peaked at $827K in Q3 2025. 241 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Cooper Financial Group held 4,022 shares of BWX Technologies worth $551K as of Q3 2026.
Cooper Financial Group bought 34 BWX Technologies shares in Q3 2026, an estimated $5.55K.
BWX Technologies made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #248 holding.
Cooper Financial Group first reported a position in BWX Technologies in Q4 2024 and has held it in 8 quarters since.
Cooper Financial Group's BWX Technologies position peaked at $827K in Q3 2025.
241 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.