Key Financial Inc’s BWX Technologies BWXT Stock Holding History

Key Financial Inc’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	$6.99K	Hold	51	–	–	﹤0.01%	938
2026 Q2	$9.9K	Hold	51	–	–	﹤0.01%	872
2026 Q1	$10.4K	Hold	51	–	–	﹤0.01%	873
2025 Q4	$8.82K	Buy	51 +5	+11%	+$938	﹤0.01%	914
2025 Q3	$8.61K	Hold	46	–	–	﹤0.01%	915
2025 Q2	$6.63K	Hold	46	–	–	﹤0.01%	969
2025 Q1	$4.54K	Sell	46 -350	-88%	-$38K	﹤0.01%	1013
2024 Q4	$44.1K	Buy	396 +40	+11%	+$4.89K	0.01%	497
2024 Q3	$38.7K	Hold	356	–	–	0.01%	521
2024 Q2	$33.8K	Buy	356 +6	+2%	+$556	0.01%	535
2024 Q1	$35.9K	Hold	350	–	–	0.01%	490
2023 Q4	$26.9K	Hold	350	–	–	0.01%	529
2023 Q3	$26.2K	Hold	350	–	–	0.01%	515
2023 Q2	$25K	Hold	350	–	–	0.01%	535
2023 Q1	$22.1K	Hold	350	–	–	0.01%	529
2022 Q4	$17.6K	Hold	350	–	–	0.01%	514
2022 Q3	$18K	Hold	350	–	–	0.01%	515
2022 Q2	$20K	Hold	350	–	–	0.01%	502
2022 Q1	$19K	Hold	350	–	–	0.01%	507
2021 Q4	$17K	Hold	350	–	–	0.01%	511
2021 Q3	$19K	Hold	350	–	–	0.01%	476
2021 Q2	$20K	Hold	350	–	–	0.01%	466
2021 Q1	$23K	Hold	350	–	–	0.02%	379
2020 Q4	$21K	Buy	+350	New	+$20.2K	0.02%	367
2020 Q2	–	Sell	-350	Closed	-$17K	–	167
2020 Q1	$17K	Buy	+350	New	+$20.8K	0.02%	340

Other funds holding BWXT

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Key Financial Inc's BWXT Position: Q3 2026 in Review

Key Financial Inc held its BWX Technologies (BWXT) position steady in Q3 2026 at 51 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Key Financial Inc first reported a position in BWXT in Q1 2020 and has held it in 25 quarters since. The position peaked at $44.1K in Q4 2024. 331 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Key Financial Inc held 51 shares of BWX Technologies worth $6.99K as of Q3 2026.
Key Financial Inc left its BWX Technologies share count unchanged in Q3 2026.
BWX Technologies made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #938 holding.
Key Financial Inc first reported a position in BWX Technologies in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's BWX Technologies position peaked at $44.1K in Q4 2024.
331 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.