PFS
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Prospera Financial Services’s BWX Technologies BWXT Stock Holding History

Prospera Financial Services’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 		$1.51M Sell
7,754
-208
-3% -$43.3K 0.02% 600
2026
Q1 		$1.63M Buy
7,962
+481
+6% +$97.7K 0.03% 552
2025
Q4 		$1.29M Buy
7,481
+1,068
+17% +$200K 0.02% 605
2025
Q3 		$1.18M Sell
6,413
-394
-6% -$63.4K 0.02% 618
2025
Q2 		$981K Buy
6,807
+884
+15% +$103K 0.02% 666
2025
Q1 		$584K Buy
5,923
+1,647
+39% +$179K 0.01% 718
2024
Q4 		$476K Buy
4,276
+458
+12% +$56K 0.01% 759
2024
Q3 		$415K Buy
3,818
+1,710
+81% +$170K 0.01% 785
2024
Q2 		$200K Buy
+2,108
New +$196K 0.01% 1072
2022
Q3 		– Sell
-991
Closed -$55K – 935
2022
Q2 		$55K Sell
991
-74
-7% -$3.85K ﹤0.01% 1012
2022
Q1 		$57K Buy
+1,065
New +$52.4K ﹤0.01% 1312
2020
Q4 		– Sell
-22
Closed -$1K – 793
2020
Q3 		$1K Buy
+22
New +$1.23K ﹤0.01% 1521

Other funds holding BWXT

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return