EWA
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EverSource Wealth Advisors’s Babcock & Wilcox BW Stock Holding History

EverSource Wealth Advisors’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 		$9.07K Buy
643
+289
+82% +$4.9K ﹤0.01% 2959
2026
Q1 		$5.2K Buy
+354
New +$3.72K ﹤0.01% 3251

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

EverSource Wealth Advisors's BW Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Babcock & Wilcox (BW) stake by 82% in Q2 2026, buying an estimated $4.9K and bringing the position to 643 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

EverSource Wealth Advisors first reported a position in BW in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • EverSource Wealth Advisors held 643 shares of Babcock & Wilcox worth $9.07K as of Q2 2026.
  • EverSource Wealth Advisors bought 289 Babcock & Wilcox shares in Q2 2026, an estimated $4.9K.
  • Babcock & Wilcox made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2959 holding.
  • EverSource Wealth Advisors first reported a position in Babcock & Wilcox in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.