Jefferies Financial Group’s Babcock & Wilcox BW Stock Holding History

Jefferies Financial Group’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 Q1	$209K	Sell	14,210 -4,790	-25%	-$50.4K	﹤0.01%	1508
2025 Q4	$120K	Sell	19,000 -6,600	-26%	-$32.6K	﹤0.01%	1685
2025 Q3	$74.2K	Buy	+25,600	New	+$45.3K	﹤0.01%	1366
2025 Q2	–	Sell	-75,000	Closed	-$50.4K	–	1337
2025 Q1	$50.4K	Hold	75,000	–	–	﹤0.01%	1516
2024 Q4	$123K	Sell	75,000 -25,000	-25%	-$52.9K	﹤0.01%	1446
2024 Q3	$204K	Buy	+100,000	New	+$142K	﹤0.01%	1223

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jefferies Financial Group's BW Position: Q1 2026 in Review

Jefferies Financial Group reduced its Babcock & Wilcox (BW) stake by 25% in Q1 2026, selling an estimated $50.4K and leaving 14,210 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Jefferies Financial Group first reported a position in BW in Q3 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold BW as of Q1 2026.

Jefferies Financial Group held 14,210 shares of Babcock & Wilcox worth $209K as of Q1 2026.
Jefferies Financial Group sold 4,790 Babcock & Wilcox shares in Q1 2026, an estimated $50.4K.
Babcock & Wilcox made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1508 holding.
Jefferies Financial Group first reported a position in Babcock & Wilcox in Q3 2024 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.