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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return