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Harvest Investment Services’s Babcock & Wilcox BW Stock Holding History

Harvest Investment Services’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 		$440K Sell
31,195
-3,821
-11% -$64.8K 0.07% 253
2026
Q1 		$514K Buy
+35,016
New +$368K 0.09% 199

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

Harvest Investment Services's BW Position: Q2 2026 in Review

Harvest Investment Services reduced its Babcock & Wilcox (BW) stake by 11% in Q2 2026, selling an estimated $64.8K and leaving 31,195 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #253.

Harvest Investment Services first reported a position in BW in Q1 2026 and has held it in 2 quarters since. The position peaked at $514K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Harvest Investment Services held 31,195 shares of Babcock & Wilcox worth $440K as of Q2 2026.
  • Harvest Investment Services sold 3,821 Babcock & Wilcox shares in Q2 2026, an estimated $64.8K.
  • Babcock & Wilcox made up 0.07% of Harvest Investment Services's portfolio in Q2 2026, its #253 holding.
  • Harvest Investment Services first reported a position in Babcock & Wilcox in Q1 2026 and has held it in 2 quarters since.
  • Harvest Investment Services's Babcock & Wilcox position peaked at $514K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.