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Floyd Financial Group’s BWX Technologies BWXT Stock Holding History

Floyd Financial Group’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 		– Sell
-839
Closed -$200K – 66
2026
Q1 		$200K Buy
+839
New +$170K 0.13% 68
2025
Q2 		– Sell
-13,784
Closed -$1.36M – 55
2025
Q1 		$1.36M Sell
13,784
-3,522
-20% -$382K 1.23% 23
2024
Q4 		$1.98M Buy
+17,306
New +$2.11M 1.63% 18

Other funds holding BWXT

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Floyd Financial Group's BWXT Position: Q2 2026 in Review

Floyd Financial Group sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 839 shares — an estimated $200K sold.

Floyd Financial Group first reported a position in BWXT in Q4 2024 and held it in 3 quarters. The position peaked at $1.98M in Q4 2024. 304 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Floyd Financial Group reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Floyd Financial Group sold 839 BWX Technologies shares in Q2 2026, an estimated $200K.
  • Floyd Financial Group first reported a position in BWX Technologies in Q4 2024 and held it in 3 quarters.
  • Floyd Financial Group's BWX Technologies position peaked at $1.98M in Q4 2024.
  • 304 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.