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Farther Finance Advisors’s BWX Technologies BWXT Stock Holding History

Farther Finance Advisors’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$248K Sell
1,810
-681
-27% -$111K ﹤0.01% 2124
2026
Q2 		$484K Buy
2,491
+89
+4% +$18.5K ﹤0.01% 1585
2026
Q1 		$511K Sell
2,402
-174
-7% -$35.3K ﹤0.01% 1379
2025
Q4 		$445K Sell
2,576
-194
-7% -$36.4K ﹤0.01% 1387
2025
Q3 		$511K Buy
2,770
+2,261
+444% +$364K 0.01% 1059
2025
Q2 		$73.4K Buy
509
+50
+11% +$5.84K ﹤0.01% 1928
2025
Q1 		$46.2K Buy
459
+240
+110% +$26K ﹤0.01% 1935
2024
Q4 		$24.4K Buy
219
+74
+51% +$9.04K ﹤0.01% 2000
2024
Q3 		$15.8K Buy
145
+11
+8% +$1.09K ﹤0.01% 2184
2024
Q2 		$12.6K Buy
134
+56
+72% +$5.19K ﹤0.01% 1980
2024
Q1 		$7.95K Buy
78
+5
+7% +$447 ﹤0.01% 1853
2023
Q4 		$5.6K Buy
73
+25
+52% +$1.92K ﹤0.01% 1909
2023
Q3 		$3.6K Hold
48
– – ﹤0.01% 1635
2023
Q2 		$3.44K Buy
48
+6
+14% +$392 ﹤0.01% 1559
2023
Q1 		$2.65K Buy
42
+23
+121% +$1.39K ﹤0.01% 1537
2022
Q4 		$1.1K Buy
+19
New +$1.09K ﹤0.01% 1627

Other funds holding BWXT

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Farther Finance Advisors reduced its BWX Technologies (BWXT) stake by 27% in Q3 2026, selling an estimated $111K and leaving 1,810 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Farther Finance Advisors first reported a position in BWXT in Q4 2022 and has held it in 16 quarters since. The position peaked at $511K in Q1 2026. 27 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Farther Finance Advisors held 1,810 shares of BWX Technologies worth $248K as of Q3 2026.
  • Farther Finance Advisors sold 681 BWX Technologies shares in Q3 2026, an estimated $111K.
  • BWX Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2124 holding.
  • Farther Finance Advisors first reported a position in BWX Technologies in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's BWX Technologies position peaked at $511K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

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