Creative Financial Designs’s Babcock & Wilcox BW Stock Holding History

Creative Financial Designs’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	–	Sell	-2	Closed	-$1	–	2033
2025 Q1	$1	Buy	+2	New	+$2	﹤0.01%	2050

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 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 $338M AUM 197.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Financial Designs's BW Position: Q2 2025 in Review

Creative Financial Designs sold out of Babcock & Wilcox (BW) in Q2 2025, closing a stake of 2 shares — an estimated $1 sold.

Creative Financial Designs first reported a position in BW in Q1 2025 and held it in 1 quarter. The position peaked at $1 in Q1 2025. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

Creative Financial Designs reported no remaining Babcock & Wilcox position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 2 Babcock & Wilcox shares in Q2 2025, an estimated $1.
Creative Financial Designs first reported a position in Babcock & Wilcox in Q1 2025 and held it in 1 quarter.
Creative Financial Designs's Babcock & Wilcox position peaked at $1 in Q1 2025.
73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.