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PFG Advisors’s BWX Technologies BWXT Stock Holding History

PFG Advisors’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 		$4.83M Buy
24,789
+3,293
+15% +$686K 0.24% 95
2026
Q1 		$4.4M Buy
21,496
+2,063
+11% +$419K 0.21% 113
2025
Q4 		$3.36M Sell
19,433
-16,872
-46% -$3.16M 0.16% 150
2025
Q3 		$6.69M Buy
36,305
+2,172
+6% +$349K 0.27% 93
2025
Q2 		$4.92M Buy
34,133
+6,986
+26% +$816K 0.23% 89
2025
Q1 		$2.68M Buy
27,147
+9,633
+55% +$1.05M 0.15% 179
2024
Q4 		$1.95M Buy
17,514
+7,154
+69% +$874K 0.12% 193
2024
Q3 		$1.13M Buy
10,360
+31
+0.3% +$3.08K 0.07% 278
2024
Q2 		$981K Buy
10,329
+280
+3% +$26K 0.07% 297
2024
Q1 		$1.03M Buy
+10,049
New +$899K 0.08% 281

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

PFG Advisors's BWXT Position: Q2 2026 in Review

PFG Advisors increased its BWX Technologies (BWXT) stake by 15% in Q2 2026, buying an estimated $686K and bringing the position to 24,789 shares worth $4.83M. The position accounts for 0.24% of the portfolio, ranked #95.

PFG Advisors first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.69M in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • PFG Advisors held 24,789 shares of BWX Technologies worth $4.83M as of Q2 2026.
  • PFG Advisors bought 3,293 BWX Technologies shares in Q2 2026, an estimated $686K.
  • BWX Technologies made up 0.24% of PFG Advisors's portfolio in Q2 2026, its #95 holding.
  • PFG Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
  • PFG Advisors's BWX Technologies position peaked at $6.69M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.