Meriwether Wealth & Planning’s Babcock & Wilcox BW Stock Holding History

Meriwether Wealth & Planning’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 Q3	$2.17K	Buy	+372	New	+$3.26K	﹤0.01%	633

Other funds holding BW

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Meriwether Wealth & Planning's BW Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Babcock & Wilcox (BW) in Q3 2026: 372 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

23 funds tracked by Wall St. Rank hold BW as of Q3 2026.

Meriwether Wealth & Planning held 372 shares of Babcock & Wilcox worth $2.17K as of Q3 2026.
Babcock & Wilcox was a new Meriwether Wealth & Planning position in Q3 2026.
Babcock & Wilcox made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #633 holding.
23 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.