Root Financial Partners
BWXT icon

Root Financial Partners’s BWX Technologies BWXT Stock Holding History

Root Financial Partners’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 		$39.7K Buy
+290
New +$47.3K ﹤0.01% 1201
2026
Q2 		– Sell
-284
Closed -$58.1K – 835
2026
Q1 		$58.1K Buy
284
+39
+16% +$7.92K ﹤0.01% 813
2025
Q4 		$42.3K Sell
245
-34
-12% -$6.38K ﹤0.01% 785
2025
Q3 		$51.4K Buy
+279
New +$44.9K ﹤0.01% 661

Other funds holding BWXT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Root Financial Partners's BWXT Position: Q3 2026 in Review

Root Financial Partners opened a new position in BWX Technologies (BWXT) in Q3 2026: 290 shares worth $39.7K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BWXT as recently as Q1 2026.

Root Financial Partners first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $58.1K in Q1 2026. 360 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Root Financial Partners held 290 shares of BWX Technologies worth $39.7K as of Q3 2026.
  • BWX Technologies was a new Root Financial Partners position in Q3 2026.
  • BWX Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1201 holding.
  • Root Financial Partners first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's BWX Technologies position peaked at $58.1K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.