Roxbury Financial
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
Q3 		– Sell
-5
Closed -$973 – 430
2026
Q2 		$973 Hold
5
– – ﹤0.01% 395
2026
Q1 		$1.02K Buy
+5
New +$1.02K ﹤0.01% 363

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Dimensional Fund Advisors
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 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

Roxbury Financial's BWXT Position: Q3 2026 in Review

Roxbury Financial sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 5 shares — an estimated $973 sold.

Roxbury Financial first reported a position in BWXT in Q1 2026 and held it in 2 quarters. The position peaked at $1.02K in Q1 2026. 397 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Roxbury Financial reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Roxbury Financial sold 5 BWX Technologies shares in Q3 2026, an estimated $973.
  • Roxbury Financial first reported a position in BWX Technologies in Q1 2026 and held it in 2 quarters.
  • Roxbury Financial's BWX Technologies position peaked at $1.02K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.