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Rothschild Investment LLC’s Babcock & Wilcox BW Stock Holding History

Rothschild Investment LLC’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 		$9.83K Buy
697
+47
+7% +$798 ﹤0.01% 1892
2026
Q1 		$9.55K Hold
650
– – ﹤0.01% 1705
2025
Q4 		$4.12K Hold
650
– – ﹤0.01% 1991
2025
Q3 		$1.89K Hold
650
– – ﹤0.01% 2269
2025
Q2 		$625 Hold
650
– – ﹤0.01% 2662
2025
Q1 		$437 Hold
650
– – ﹤0.01% 2661
2024
Q4 		$1.07K Hold
650
– – ﹤0.01% 2176
2024
Q3 		$1.33K Hold
650
– – ﹤0.01% 1962
2024
Q2 		$943 Hold
650
– – ﹤0.01% 1692
2024
Q1 		$735 Hold
650
– – ﹤0.01% 1290
2023
Q4 		$949 Buy
+650
New +$1.39K ﹤0.01% 1198

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rothschild Investment LLC's BW Position: Q2 2026 in Review

Rothschild Investment LLC increased its Babcock & Wilcox (BW) stake by 7.2% in Q2 2026, buying an estimated $798 and bringing the position to 697 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Rothschild Investment LLC first reported a position in BW in Q4 2023 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Rothschild Investment LLC held 697 shares of Babcock & Wilcox worth $9.83K as of Q2 2026.
  • Rothschild Investment LLC bought 47 Babcock & Wilcox shares in Q2 2026, an estimated $798.
  • Babcock & Wilcox made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1892 holding.
  • Rothschild Investment LLC first reported a position in Babcock & Wilcox in Q4 2023 and has held it in 11 quarters since.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.