Jefferies Financial Group
BWXT icon

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
Q3 		– Sell
-1,206
Closed -$235K – 1368
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Jefferies Financial Group's BWXT Position: Q3 2026 in Review

Jefferies Financial Group sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 1,206 shares — an estimated $235K sold.

Jefferies Financial Group first reported a position in BWXT in Q4 2022 and held it in 7 quarters. The position peaked at $9.08M in Q1 2023. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Jefferies Financial Group reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 1,206 BWX Technologies shares in Q3 2026, an estimated $235K.
  • Jefferies Financial Group first reported a position in BWX Technologies in Q4 2022 and held it in 7 quarters.
  • Jefferies Financial Group's BWX Technologies position peaked at $9.08M in Q1 2023.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.