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Newbridge Financial Services Group’s BWX Technologies BWXT Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-10
Closed -$2.04K – 1236
2026
Q1 		$2.04K Sell
10
-50
-83% -$10.2K ﹤0.01% 1018
2025
Q4 		$10.4K Hold
60
– – ﹤0.01% 775
2025
Q3 		$11.1K Buy
+60
New +$9.65K ﹤0.01% 875

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 $3.37T AUM 44.26% 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

Newbridge Financial Services Group's BWXT Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 10 shares — an estimated $2.04K sold.

Newbridge Financial Services Group first reported a position in BWXT in Q3 2025 and held it in 3 quarters. The position peaked at $11.1K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 10 BWX Technologies shares in Q2 2026, an estimated $2.04K.
  • Newbridge Financial Services Group first reported a position in BWX Technologies in Q3 2025 and held it in 3 quarters.
  • Newbridge Financial Services Group's BWX Technologies position peaked at $11.1K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.