Pacific Capital Partners’s BWX Technologies BWXT Stock Holding History

Pacific Capital Partners’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
2025 Q3	–	Sell	-8,750	Closed	-$1.26M	–	35
2025 Q2	$1.26M	Sell	8,750 -3,750	-30%	-$438K	1.18%	34
2025 Q1	$1.23M	Sell	12,500 -10,000	-44%	-$1.09M	0.78%	32
2024 Q4	$2.51M	Sell	22,500 -42,500	-65%	-$5.19M	1.47%	21
2024 Q3	$7.07M	Hold	65,000	–	–	4.14%	9
2024 Q2	$6.17M	Hold	65,000	–	–	4.09%	6
2024 Q1	$6.67M	Hold	65,000	–	–	4.36%	6
2023 Q4	$4.99M	Sell	65,000 -30,000	-32%	-$2.31M	3.76%	10
2023 Q3	$7.12M	Buy	+95,000	New	+$6.87M	4.31%	5

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Pacific Capital Partners's BWXT Position: Q3 2025 in Review

Pacific Capital Partners sold out of BWX Technologies (BWXT) in Q3 2025, closing a stake of 8,750 shares — an estimated $1.26M sold.

Pacific Capital Partners first reported a position in BWXT in Q3 2023 and held it in 8 quarters. The position peaked at $7.12M in Q3 2023. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.

Pacific Capital Partners reported no remaining BWX Technologies position as of Q3 2025 after selling out during the quarter.
Pacific Capital Partners sold 8,750 BWX Technologies shares in Q3 2025, an estimated $1.26M.
Pacific Capital Partners first reported a position in BWX Technologies in Q3 2023 and held it in 8 quarters.
Pacific Capital Partners's BWX Technologies position peaked at $7.12M in Q3 2023.
703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.

Based on Pacific Capital Partners's 13F filing for Q3 2025, filed 27 Oct 2025.