Janney Montgomery Scott’s Babcock & Wilcox BW Stock Holding History

Janney Montgomery Scott’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	$141K	Buy	+10,000	New	+$170K	﹤0.01%	3040
2026 Q1	–	Sell	-19,400	Closed	-$123K	–	2777
2025 Q4	$123K	Buy	19,400 +4,400	+29%	+$21.7K	﹤0.01%	2854
2025 Q3	$44K	Sell	15,000 -5,000	-25%	-$8.85K	﹤0.01%	2835
2025 Q2	$19K	Hold	20,000	–	–	﹤0.01%	2688
2025 Q1	$13K	Hold	20,000	–	–	﹤0.01%	2654
2024 Q4	$33K	Sell	20,000 -25	-0.1%	-$53	﹤0.01%	2667
2024 Q3	$41K	Sell	20,025 -3	-0%	-$4	﹤0.01%	2622
2024 Q2	$29K	Buy	+20,028	New	+$24.1K	﹤0.01%	2573
2021 Q3	–	Sell	-153,631	Closed	-$1.21M	–	2289
2021 Q2	$1.21M	Buy	+153,631	New	+$1.27M	0.01%	1183

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janney Montgomery Scott's BW Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Babcock & Wilcox (BW) in Q2 2026: 10,000 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #3040 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in BW as recently as Q4 2025.

Janney Montgomery Scott first reported a position in BW in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.21M in Q2 2021. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Janney Montgomery Scott held 10,000 shares of Babcock & Wilcox worth $141K as of Q2 2026.
Babcock & Wilcox was a new Janney Montgomery Scott position in Q2 2026.
Babcock & Wilcox made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #3040 holding.
Janney Montgomery Scott first reported a position in Babcock & Wilcox in Q2 2021 and has held it in 9 quarters since.
Janney Montgomery Scott's Babcock & Wilcox position peaked at $1.21M in Q2 2021.
202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.