Raymond James Financial’s Babcock & Wilcox BW Stock Holding History

Raymond James Financial’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Buy	70,287 +59,280	+539%	+$623K	﹤0.01%	3826
2025 Q4	$69.8K	Sell	11,007 -1,089	-9%	-$5.37K	﹤0.01%	4974
2025 Q3	$35.1K	Buy	12,096 +11,990	+11,311%	+$21.2K	﹤0.01%	4860
2025 Q2	$102	Sell	106 -17,090	-99%	-$11.7K	﹤0.01%	6844
2025 Q1	$11.6K	Sell	17,196 -10,611	-38%	-$13.1K	﹤0.01%	4767
2024 Q4	$45.6K	Buy	+27,807	New	+$58.8K	﹤0.01%	4619

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Raymond James Financial's BW Position: Q1 2026 in Review

Raymond James Financial increased its Babcock & Wilcox (BW) stake by 539% in Q1 2026, buying an estimated $623K and bringing the position to 70,287 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3826.

Raymond James Financial first reported a position in BW in Q4 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold BW as of Q1 2026.

Raymond James Financial held 70,287 shares of Babcock & Wilcox worth $1.03M as of Q1 2026.
Raymond James Financial bought 59,280 Babcock & Wilcox shares in Q1 2026, an estimated $623K.
Babcock & Wilcox made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3826 holding.
Raymond James Financial first reported a position in Babcock & Wilcox in Q4 2024 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.