Farther Finance Advisors’s Babcock & Wilcox BW Stock Holding History

Farther Finance 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 Q3	$70K	Sell	11,979 -2,415	-17%	-$21.2K	﹤0.01%	3145
2026 Q2	$203K	Sell	14,394 -30,600	-68%	-$519K	﹤0.01%	2224
2026 Q1	$674K	Sell	44,994 -21,846	-33%	-$230K	0.01%	1205
2025 Q4	$424K	Buy	+66,840	New	+$330K	﹤0.01%	1421
2025 Q1	–	Sell	-103	Closed	-$169	–	4285
2024 Q4	$169	Hold	103	–	–	﹤0.01%	3694
2024 Q3	$210	Hold	103	–	–	﹤0.01%	3637
2024 Q2	$160	Hold	103	–	–	﹤0.01%	3525
2024 Q1	$126	Buy	103 +99	+2,475%	+$122	﹤0.01%	3344
2023 Q4	$6	Buy	+4	New	+$9	﹤0.01%	3523

Other funds holding BW

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's BW Position: Q3 2026 in Review

Farther Finance Advisors reduced its Babcock & Wilcox (BW) stake by 17% in Q3 2026, selling an estimated $21.2K and leaving 11,979 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Farther Finance Advisors first reported a position in BW in Q4 2023 and has held it in 9 quarters since. The position peaked at $674K in Q1 2026. 6 funds tracked by Wall St. Rank hold BW as of Q3 2026.

Farther Finance Advisors held 11,979 shares of Babcock & Wilcox worth $70K as of Q3 2026.
Farther Finance Advisors sold 2,415 Babcock & Wilcox shares in Q3 2026, an estimated $21.2K.
Babcock & Wilcox made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3145 holding.
Farther Finance Advisors first reported a position in Babcock & Wilcox in Q4 2023 and has held it in 9 quarters since.
Farther Finance Advisors's Babcock & Wilcox position peaked at $674K in Q1 2026.
6 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.