Sara-Bay Financial’s BWX Technologies BWXT Stock Holding History

Sara-Bay 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	–	Sell	-1,212	Closed	-$248K	–	89
2026 Q1	$248K	Buy	+1,212	New	+$246K	0.07%	74

Other funds holding BWXT

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Sara-Bay Financial's BWXT Position: Q2 2026 in Review

Sara-Bay Financial sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 1,212 shares — an estimated $248K sold.

Sara-Bay Financial first reported a position in BWXT in Q1 2026 and held it in 1 quarter. The position peaked at $248K in Q1 2026. 208 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Sara-Bay Financial reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
Sara-Bay Financial sold 1,212 BWX Technologies shares in Q2 2026, an estimated $248K.
Sara-Bay Financial first reported a position in BWX Technologies in Q1 2026 and held it in 1 quarter.
Sara-Bay Financial's BWX Technologies position peaked at $248K in Q1 2026.
208 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.