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James Investment Research’s Broadwind BWEN Stock Holding History

James Investment Research’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Hold
27,100
– – 0.01% 354
2026
Q1 		$56.4K Buy
27,100
+15,000
+124% +$40.7K 0.01% 349
2025
Q4 		$34.2K Hold
12,100
– – ﹤0.01% 359
2025
Q3 		$25.4K Hold
12,100
– – ﹤0.01% 356
2025
Q2 		$21.9K Hold
12,100
– – ﹤0.01% 337
2025
Q1 		$17.5K Hold
12,100
– – ﹤0.01% 326
2024
Q4 		$22.7K Sell
12,100
-399
-3% -$758 ﹤0.01% 330
2024
Q3 		$28.4K Sell
12,499
-132
-1% -$347 ﹤0.01% 329
2024
Q2 		$41.4K Buy
+12,631
New +$37.7K ﹤0.01% 321

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

James Investment Research's BWEN Position: Q2 2026 in Review

James Investment Research held its Broadwind (BWEN) position steady in Q2 2026 at 27,100 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #354.

James Investment Research first reported a position in BWEN in Q2 2024 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

  • James Investment Research held 27,100 shares of Broadwind worth $131K as of Q2 2026.
  • James Investment Research left its Broadwind share count unchanged in Q2 2026.
  • Broadwind made up 0.01% of James Investment Research's portfolio in Q2 2026, its #354 holding.
  • James Investment Research first reported a position in Broadwind in Q2 2024 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.