RF
BWXT icon

Roxbury Financial’s BWX Technologies BWXT Stock Holding History

Roxbury Financial’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 		$973 Hold
5
– – ﹤0.01% 395
2026
Q1 		$1.02K Buy
+5
New +$1.01K ﹤0.01% 363

Other funds holding BWXT

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Roxbury Financial's BWXT Position: Q2 2026 in Review

Roxbury Financial held its BWX Technologies (BWXT) position steady in Q2 2026 at 5 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Roxbury Financial first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.02K in Q1 2026. 208 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Roxbury Financial held 5 shares of BWX Technologies worth $973 as of Q2 2026.
  • Roxbury Financial left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #395 holding.
  • Roxbury Financial first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • Roxbury Financial's BWX Technologies position peaked at $1.02K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.