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Keystone Financial Group (Kentucky)’s BWX Technologies BWXT Stock Holding History

Keystone Financial Group (Kentucky)’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 		$320K Buy
1,644
+599
+57% +$125K 0.02% 429
2026
Q1 		$225K Buy
+1,045
New +$212K 0.02% 459

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

Keystone Financial Group (Kentucky)'s BWXT Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its BWX Technologies (BWXT) stake by 57% in Q2 2026, buying an estimated $125K and bringing the position to 1,644 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #429.

Keystone Financial Group (Kentucky) first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 1,644 shares of BWX Technologies worth $320K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 599 BWX Technologies shares in Q2 2026, an estimated $125K.
  • BWX Technologies made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #429 holding.
  • Keystone Financial Group (Kentucky) first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.