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
2026 Q2	$70.4K	Buy	+4,994	New	+$84.7K	﹤0.01%	1715
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 $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

Nisa Investment Advisors's BW Position: Q2 2026 in Review

Nisa Investment Advisors opened a new position in Babcock & Wilcox (BW) in Q2 2026: 4,994 shares worth $70.4K. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings. This is a return to the name: Nisa Investment Advisors previously reported a position in BW as recently as Q1 2025.

Nisa Investment Advisors first reported a position in BW in Q1 2016 and has held it in 12 quarters since. The position peaked at $84K in Q1 2016. 201 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Nisa Investment Advisors held 4,994 shares of Babcock & Wilcox worth $70.4K as of Q2 2026.
Babcock & Wilcox was a new Nisa Investment Advisors position in Q2 2026.
Babcock & Wilcox made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1715 holding.
Nisa Investment Advisors first reported a position in Babcock & Wilcox in Q1 2016 and has held it in 12 quarters since.
Nisa Investment Advisors's Babcock & Wilcox position peaked at $84K in Q1 2016.
201 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.