Ritter Daniher Financial Advisory’s Babcock & Wilcox BW Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	$1.41K	Sell	100 -400	-80%	-$6.79K	﹤0.01%	559
2026 Q1	$7.34K	Hold	500	–	–	﹤0.01%	468
2025 Q4	$3.17K	Sell	500 -500	-50%	-$2.47K	﹤0.01%	540
2025 Q3	$2.9K	Hold	1,000	–	–	﹤0.01%	421
2025 Q2	$963	Hold	1,000	–	–	﹤0.01%	314
2025 Q1	$673	Hold	1,000	–	–	﹤0.01%	299
2024 Q4	$1.64K	Hold	1,000	–	–	﹤0.01%	280
2024 Q3	$2.04K	Hold	1,000	–	–	﹤0.01%	283
2024 Q2	$1.45K	Hold	1,000	–	–	﹤0.01%	283
2024 Q1	$1.13K	Buy	+1,000	New	+$1.24K	﹤0.01%	284
2023 Q4	–	Sell	-1,000	Closed	-$4.21K	–	349
2023 Q3	$4.21K	Hold	1,000	–	–	﹤0.01%	276
2023 Q2	$5.9K	Hold	1,000	–	–	﹤0.01%	247
2023 Q1	$6.06K	Hold	1,000	–	–	﹤0.01%	227
2022 Q4	$5.77K	Buy	+1,000	New	+$5.46K	﹤0.01%	222
2022 Q3	–	Sell	-1,000	Closed	-$6K	–	247
2022 Q2	$6K	Buy	+1,000	New	+$7K	﹤0.01%	187

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ritter Daniher Financial Advisory's BW Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Babcock & Wilcox (BW) stake by 80% in Q2 2026, selling an estimated $6.79K and leaving 100 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Ritter Daniher Financial Advisory first reported a position in BW in Q2 2022 and has held it in 15 quarters since. The position peaked at $7.34K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

Ritter Daniher Financial Advisory held 100 shares of Babcock & Wilcox worth $1.41K as of Q2 2026.
Ritter Daniher Financial Advisory sold 400 Babcock & Wilcox shares in Q2 2026, an estimated $6.79K.
Babcock & Wilcox made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #559 holding.
Ritter Daniher Financial Advisory first reported a position in Babcock & Wilcox in Q2 2022 and has held it in 15 quarters since.
Ritter Daniher Financial Advisory's Babcock & Wilcox position peaked at $7.34K in Q1 2026.
202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.