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Covestor’s Babcock & Wilcox BW Stock Holding History

Covestor’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 		$1.55M Buy
+110,101
New +$1.87M 0.9% 14
2026
Q1 		– Sell
-175,127
Closed -$1.11M – 2282
2025
Q4 		$1.11M Buy
175,127
+35,262
+25% +$174K 0.58% 15
2025
Q3 		$406K Buy
+139,865
New +$248K 0.22% 49

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

Covestor's BW Position: Q2 2026 in Review

Covestor opened a new position in Babcock & Wilcox (BW) in Q2 2026: 110,101 shares worth $1.55M. The stake represents 0.9% of the portfolio and ranks #14 among its holdings. This is a return to the name: Covestor previously reported a position in BW as recently as Q4 2025.

Covestor first reported a position in BW in Q3 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Covestor held 110,101 shares of Babcock & Wilcox worth $1.55M as of Q2 2026.
  • Babcock & Wilcox was a new Covestor position in Q2 2026.
  • Babcock & Wilcox made up 0.9% of Covestor's portfolio in Q2 2026, its #14 holding.
  • Covestor first reported a position in Babcock & Wilcox in Q3 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.