JFG
BW icon

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
Q2 		– Sell
-14,210
Closed -$209K – 1686
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Jefferies Financial Group's BW Position: Q2 2026 in Review

Jefferies Financial Group sold out of Babcock & Wilcox (BW) in Q2 2026, closing a stake of 14,210 shares — an estimated $209K sold.

Jefferies Financial Group first reported a position in BW in Q3 2024 and held it in 6 quarters. The position peaked at $209K in Q1 2026. 201 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Jefferies Financial Group reported no remaining Babcock & Wilcox position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 14,210 Babcock & Wilcox shares in Q2 2026, an estimated $209K.
  • Jefferies Financial Group first reported a position in Babcock & Wilcox in Q3 2024 and held it in 6 quarters.
  • Jefferies Financial Group's Babcock & Wilcox position peaked at $209K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.