Jones Financial Companies
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Jones Financial Companies’s Babcock & Wilcox BW Stock Holding History

Jones Financial Companies’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 		$50.1K Buy
3,464
+344
+11% +$5.84K ﹤0.01% 3130
2026
Q1 		$46.4K Buy
3,120
+5
+0.2% +$53 ﹤0.01% 2980
2025
Q4 		$19.7K Sell
3,115
-2,576
-45% -$12.7K ﹤0.01% 2936
2025
Q3 		$16.4K Buy
5,691
+2,586
+83% +$4.58K ﹤0.01% 2891
2025
Q2 		$3.01K Hold
3,105
– – ﹤0.01% 3326
2025
Q1 		$2.2K Sell
3,105
-1,265
-29% -$1.56K ﹤0.01% 3227
2024
Q4 		$7.17K Buy
+4,370
New +$9.24K ﹤0.01% 2649

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 $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies's BW Position: Q2 2026 in Review

Jones Financial Companies increased its Babcock & Wilcox (BW) stake by 11% in Q2 2026, buying an estimated $5.84K and bringing the position to 3,464 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Jones Financial Companies first reported a position in BW in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Jones Financial Companies held 3,464 shares of Babcock & Wilcox worth $50.1K as of Q2 2026.
  • Jones Financial Companies bought 344 Babcock & Wilcox shares in Q2 2026, an estimated $5.84K.
  • Babcock & Wilcox made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3130 holding.
  • Jones Financial Companies first reported a position in Babcock & Wilcox in Q4 2024 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.