LPL Financial’s Babcock & Wilcox BW Stock Holding History

LPL Financial’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	$1.71M	Buy	121,094 +3,095	+3%	+$52.5K	﹤0.01%	3924
2026 Q1	$1.73M	Buy	117,999 +105,326	+831%	+$1.11M	﹤0.01%	3659
2025 Q4	$80.3K	Buy	+12,673	New	+$62.5K	﹤0.01%	5646
2022 Q4	–	Sell	-59,634	Closed	-$380K	–	4463
2022 Q3	$380K	Buy	59,634 +357	+0.6%	+$2.65K	﹤0.01%	3388
2022 Q2	$357K	Buy	59,277 +687	+1%	+$4.81K	﹤0.01%	3480
2022 Q1	$478K	Sell	58,590 -1,893	-3%	-$14.8K	﹤0.01%	3241
2021 Q4	$546K	Buy	60,483 +1,140	+2%	+$9.13K	﹤0.01%	3196
2021 Q3	$380K	Buy	+59,343	New	+$414K	﹤0.01%	3456

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's BW Position: Q2 2026 in Review

LPL Financial increased its Babcock & Wilcox (BW) stake by 2.6% in Q2 2026, buying an estimated $52.5K and bringing the position to 121,094 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

LPL Financial first reported a position in BW in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.73M in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

LPL Financial held 121,094 shares of Babcock & Wilcox worth $1.71M as of Q2 2026.
LPL Financial bought 3,095 Babcock & Wilcox shares in Q2 2026, an estimated $52.5K.
Babcock & Wilcox made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3924 holding.
LPL Financial first reported a position in Babcock & Wilcox in Q3 2021 and has held it in 8 quarters since.
LPL Financial's Babcock & Wilcox position peaked at $1.73M in Q1 2026.
202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.