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Security National Bank’s BWX Technologies BWXT Stock Holding History

Security National Bank’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
Q1 		– Sell
-100
Closed -$17.3K – 417
2025
Q4 		$17.3K Hold
100
– – ﹤0.01% 285
2025
Q3 		$18.4K Hold
100
– – ﹤0.01% 288
2025
Q2 		$14.4K Hold
100
– – ﹤0.01% 270
2025
Q1 		$9.87K Hold
100
– – ﹤0.01% 284
2024
Q4 		$11.1K Sell
100
-50
-33% -$6.11K ﹤0.01% 273
2024
Q3 		$16.3K Hold
150
– – ﹤0.01% 241
2024
Q2 		$14.3K Hold
150
– – ﹤0.01% 242
2024
Q1 		$15.4K Hold
150
– – ﹤0.01% 234
2023
Q4 		$11.5K Buy
+150
New +$11.5K ﹤0.01% 247

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Security National Bank's BWXT Position: Q1 2026 in Review

Security National Bank sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 100 shares — an estimated $17.3K sold.

Security National Bank first reported a position in BWXT in Q4 2023 and held it in 9 quarters. The position peaked at $18.4K in Q3 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Security National Bank reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
  • Security National Bank sold 100 BWX Technologies shares in Q1 2026, an estimated $17.3K.
  • Security National Bank first reported a position in BWX Technologies in Q4 2023 and held it in 9 quarters.
  • Security National Bank's BWX Technologies position peaked at $18.4K in Q3 2025.
  • 830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Security National Bank's 13F filing for Q1 2026, filed 16 Apr 2026.