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Curio Wealth’s Babcock & Wilcox BW Stock Holding History

Curio 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
2026
Q1 		– Sell
-1
Closed -$5 – 1253
2025
Q4 		$5 Buy
+1
New +$5 ﹤0.01% 461

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
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Curio Wealth's BW Position: Q1 2026 in Review

Curio Wealth sold out of Babcock & Wilcox (BW) in Q1 2026, closing a stake of 1 share — an estimated $5 sold.

Curio Wealth first reported a position in BW in Q4 2025 and held it in 1 quarter. The position peaked at $5 in Q4 2025. 152 funds tracked by Wall St. Rank hold BW as of Q1 2026.

  • Curio Wealth reported no remaining Babcock & Wilcox position as of Q1 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Babcock & Wilcox share in Q1 2026, an estimated $5.
  • Curio Wealth first reported a position in Babcock & Wilcox in Q4 2025 and held it in 1 quarter.
  • Curio Wealth's Babcock & Wilcox position peaked at $5 in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.