Jefferies Financial Group’s BWX Technologies BWXT Stock Holding History

Jefferies Financial Group’s Portfolio BWXT Stock Details BWXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Sell	1,206 -4,139	-77%	-$862K	﹤0.01%	1439
2026 Q1	$1.09M	Buy	5,345 +3,642	+214%	+$740K	0.01%	892
2025 Q4	$294K	Buy	+1,703	New	+$319K	﹤0.01%	1500
2023 Q4	–	Sell	-13,549	Closed	-$1.02M	–	1716
2023 Q3	$1.02M	Sell	13,549 -28,600	-68%	-$2.07M	0.01%	832
2023 Q2	$3.02M	Sell	42,149 -101,944	-71%	-$6.66M	0.03%	523
2023 Q1	$9.08M	Buy	144,093 +14,260	+11%	+$859K	0.07%	231
2022 Q4	$7.54M	Buy	+129,833	New	+$7.46M	0.05%	282

Other funds holding BWXT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jefferies Financial Group reduced its BWX Technologies (BWXT) stake by 77% in Q2 2026, selling an estimated $862K and leaving 1,206 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Jefferies Financial Group first reported a position in BWXT in Q4 2022 and has held it in 7 quarters since. The position peaked at $9.08M in Q1 2023. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Jefferies Financial Group held 1,206 shares of BWX Technologies worth $235K as of Q2 2026.
Jefferies Financial Group sold 4,139 BWX Technologies shares in Q2 2026, an estimated $862K.
BWX Technologies made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1439 holding.
Jefferies Financial Group first reported a position in BWX Technologies in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's BWX Technologies position peaked at $9.08M in Q1 2023.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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