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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
Q1 		– Sell
-12,500
Closed -$2.16M – 1777
2025
Q4 		$2.16M Buy
+12,500
New +$2.34M 0.01% 778

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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.