First Citizens Bank & Trust’s BWX Technologies BWXT Stock Holding History

First Citizens Bank & Trust’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 Q2	$1.3M	Buy	6,668 +385	+6%	+$80.2K	0.02%	280
2026 Q1	$1.28M	Buy	+6,283	New	+$1.28M	0.03%	259
2014 Q2	–	Sell	-51,557	Closed	-$1.22M	–	342
2014 Q1	$1.22M	Buy	51,557 +366	+0.7%	+$8.83K	0.11%	134
2013 Q4	$1.25M	Sell	51,191 -2,341	-4%	-$54.9K	0.11%	136
2013 Q3	$1.29M	Buy	53,532 +21,040	+65%	+$477K	0.05%	345
2013 Q2	$698K	Buy	+32,492	New	+$661K	0.03%	526

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return