Diversified Trust’s Babcock & Wilcox BW Stock Holding History

Diversified Trust’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	$736K	Buy	+52,189	New	+$886K	0.01%	618

Other funds holding BW

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Diversified Trust's BW Position: Q2 2026 in Review

Diversified Trust opened a new position in Babcock & Wilcox (BW) in Q2 2026: 52,189 shares worth $736K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings.

11 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Diversified Trust held 52,189 shares of Babcock & Wilcox worth $736K as of Q2 2026.
Babcock & Wilcox was a new Diversified Trust position in Q2 2026.
Babcock & Wilcox made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #618 holding.
11 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.