Nisa Investment Advisors’s Babcock & Wilcox BW Stock Holding History

Nisa Investment Advisors’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
2025 Q2	–	Sell	-195	Closed	-$131	–	3047
2025 Q1	$131	Sell	195 -20	-9%	-$25	﹤0.01%	2956
2024 Q4	$353	Hold	215	–	–	﹤0.01%	2880
2024 Q3	$439	Hold	215	–	–	﹤0.01%	2740
2024 Q2	$312	Buy	+215	New	+$258	﹤0.01%	2764
2022 Q4	–	Sell	-68	Closed	–	–	2590
2022 Q3	$0	Buy	+68	New	+$505	﹤0.01%	2582
2017 Q3	–	Sell	-343	Closed	-$40K	–	1850
2017 Q2	$40K	Hold	343	–	–	﹤0.01%	1420
2017 Q1	$32K	Hold	343	–	–	﹤0.01%	1465
2016 Q4	$57K	Sell	343 -50	-13%	-$7.97K	﹤0.01%	1416
2016 Q3	$65K	Hold	393	–	–	﹤0.01%	1377
2016 Q2	$58K	Hold	393	–	–	﹤0.01%	1380
2016 Q1	$84K	Buy	+393	New	+$78.3K	﹤0.01%	1355

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

BCM

Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nisa Investment Advisors's BW Position: Q2 2025 in Review

Nisa Investment Advisors sold out of Babcock & Wilcox (BW) in Q2 2025, closing a stake of 195 shares — an estimated $131 sold.

Nisa Investment Advisors first reported a position in BW in Q1 2016 and held it in 11 quarters. The position peaked at $84K in Q1 2016. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

Nisa Investment Advisors reported no remaining Babcock & Wilcox position as of Q2 2025 after selling out during the quarter.
Nisa Investment Advisors sold 195 Babcock & Wilcox shares in Q2 2025, an estimated $131.
Nisa Investment Advisors first reported a position in Babcock & Wilcox in Q1 2016 and held it in 11 quarters.
Nisa Investment Advisors's Babcock & Wilcox position peaked at $84K in Q1 2016.
73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Nisa Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.