SFA
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Sequoia Financial Advisors’s Babcock & Wilcox BW Stock Holding History

Sequoia Financial Advisors’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
2025
Q2 		– Sell
-15,976
Closed -$10.7K – 1595
2025
Q1 		$10.7K Sell
15,976
-81
-0.5% -$100 ﹤0.01% 1365
2024
Q4 		$26.3K Buy
16,057
+795
+5% +$1.68K ﹤0.01% 1331
2024
Q3 		$31.1K Buy
15,262
+494
+3% +$702 ﹤0.01% 1273
2024
Q2 		$21.4K Buy
+14,768
New +$17.7K ﹤0.01% 1212

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sequoia Financial Advisors's BW Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of Babcock & Wilcox (BW) in Q2 2025, closing a stake of 15,976 shares — an estimated $10.7K sold.

Sequoia Financial Advisors first reported a position in BW in Q2 2024 and held it in 4 quarters. The position peaked at $31.1K in Q3 2024. 73 funds tracked by Wall St. Rank hold BW as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining Babcock & Wilcox position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 15,976 Babcock & Wilcox shares in Q2 2025, an estimated $10.7K.
  • Sequoia Financial Advisors first reported a position in Babcock & Wilcox in Q2 2024 and held it in 4 quarters.
  • Sequoia Financial Advisors's Babcock & Wilcox position peaked at $31.1K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.