IAA
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Independent Advisor Alliance’s Babcock & Wilcox BW Stock Holding History

Independent Advisor Alliance’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 		$201K Hold
14,250
– – ﹤0.01% 982
2026
Q1 		$209K Hold
14,250
– – ﹤0.01% 1480
2025
Q4 		$90.3K Hold
14,250
– – ﹤0.01% 970
2025
Q3 		$41.3K Hold
14,250
– – ﹤0.01% 929
2025
Q2 		$13.7K Buy
+14,250
New +$9.73K ﹤0.01% 884

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

Independent Advisor Alliance's BW Position: Q2 2026 in Review

Independent Advisor Alliance held its Babcock & Wilcox (BW) position steady in Q2 2026 at 14,250 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Independent Advisor Alliance first reported a position in BW in Q2 2025 and has held it in 5 quarters since. The position peaked at $209K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Independent Advisor Alliance held 14,250 shares of Babcock & Wilcox worth $201K as of Q2 2026.
  • Independent Advisor Alliance left its Babcock & Wilcox share count unchanged in Q2 2026.
  • Babcock & Wilcox made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #982 holding.
  • Independent Advisor Alliance first reported a position in Babcock & Wilcox in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Babcock & Wilcox position peaked at $209K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.