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Optimist Retirement Group’s Babcock & Wilcox BW Stock Holding History

Optimist Retirement Group’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 		$329K Buy
+23,309
New +$396K 0.13% 94

Other funds holding BW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Optimist Retirement Group's BW Position: Q2 2026 in Review

Optimist Retirement Group opened a new position in Babcock & Wilcox (BW) in Q2 2026: 23,309 shares worth $329K. The stake represents 0.13% of the portfolio and ranks #94 among its holdings.

94 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Optimist Retirement Group held 23,309 shares of Babcock & Wilcox worth $329K as of Q2 2026.
  • Babcock & Wilcox was a new Optimist Retirement Group position in Q2 2026.
  • Babcock & Wilcox made up 0.13% of Optimist Retirement Group's portfolio in Q2 2026, its #94 holding.
  • 94 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.