PFG Advisors
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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
Q3 		$3.46M Buy
25,288
+499
+2% +$81.5K 0.18% 142
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

PFG Advisors's BWXT Position: Q3 2026 in Review

PFG Advisors increased its BWX Technologies (BWXT) stake by 2% in Q3 2026, buying an estimated $81.5K and bringing the position to 25,288 shares worth $3.46M. The position accounts for 0.18% of the portfolio, ranked #142.

PFG Advisors first reported a position in BWXT in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.69M in Q3 2025. 523 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • PFG Advisors held 25,288 shares of BWX Technologies worth $3.46M as of Q3 2026.
  • PFG Advisors bought 499 BWX Technologies shares in Q3 2026, an estimated $81.5K.
  • BWX Technologies made up 0.18% of PFG Advisors's portfolio in Q3 2026, its #142 holding.
  • PFG Advisors first reported a position in BWX Technologies in Q1 2024 and has held it in 11 quarters since.
  • PFG Advisors's BWX Technologies position peaked at $6.69M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.