Corient Private Wealth
BW icon

Corient Private Wealth’s Babcock & Wilcox BW Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-12,000
Closed -$34.8K – 2734
2025
Q3 		$34.8K Buy
+12,000
New +$21.2K ﹤0.01% 2511

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Corient Private Wealth's BW Position: Q4 2025 in Review

Corient Private Wealth sold out of Babcock & Wilcox (BW) in Q4 2025, closing a stake of 12,000 shares — an estimated $34.8K sold.

Corient Private Wealth first reported a position in BW in Q3 2025 and held it in 1 quarter. The position peaked at $34.8K in Q3 2025. 130 funds tracked by Wall St. Rank hold BW as of Q4 2025.

  • Corient Private Wealth reported no remaining Babcock & Wilcox position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 12,000 Babcock & Wilcox shares in Q4 2025, an estimated $34.8K.
  • Corient Private Wealth first reported a position in Babcock & Wilcox in Q3 2025 and held it in 1 quarter.
  • Corient Private Wealth's Babcock & Wilcox position peaked at $34.8K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.