Sequoia Financial Advisors
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Sequoia Financial Advisors’s BWX Technologies BWXT Stock Holding History

Sequoia Financial Advisors’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 		$8.48M Buy
61,889
+890
+1% +$145K 0.04% 259
2026
Q2 		$11.9M Buy
60,999
+9,425
+18% +$1.96M 0.06% 196
2026
Q1 		$10.5M Buy
51,574
+64
+0.1% +$13K 0.06% 201
2025
Q4 		$8.9M Buy
51,510
+2,302
+5% +$432K 0.05% 215
2025
Q3 		$9.07M Buy
49,208
+2,799
+6% +$450K 0.06% 211
2025
Q2 		$6.69M Buy
46,409
+3,087
+7% +$361K 0.05% 231
2025
Q1 		$4.27M Buy
43,322
+3,716
+9% +$403K 0.03% 295
2024
Q4 		$4.41M Buy
39,606
+3,443
+10% +$421K 0.04% 270
2024
Q3 		$3.93M Buy
36,163
+1,950
+6% +$194K 0.04% 248
2024
Q2 		$3.25M Buy
34,213
+1,685
+5% +$156K 0.04% 247
2024
Q1 		$3.34M Sell
32,528
-1,177
-3% -$105K 0.04% 249
2023
Q4 		$2.59M Buy
33,705
+30,579
+978% +$2.35M 0.03% 305
2023
Q3 		$234K Buy
+3,126
New +$226K ﹤0.01% 790

Other funds holding BWXT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Sequoia Financial Advisors's BWXT Position: Q3 2026 in Review

Sequoia Financial Advisors increased its BWX Technologies (BWXT) stake by 1.5% in Q3 2026, buying an estimated $145K and bringing the position to 61,889 shares worth $8.48M. The position accounts for 0.04% of the portfolio, ranked #259.

Sequoia Financial Advisors first reported a position in BWXT in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.9M in Q2 2026. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Sequoia Financial Advisors held 61,889 shares of BWX Technologies worth $8.48M as of Q3 2026.
  • Sequoia Financial Advisors bought 890 BWX Technologies shares in Q3 2026, an estimated $145K.
  • BWX Technologies made up 0.04% of Sequoia Financial Advisors's portfolio in Q3 2026, its #259 holding.
  • Sequoia Financial Advisors first reported a position in BWX Technologies in Q3 2023 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's BWX Technologies position peaked at $11.9M in Q2 2026.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Sequoia Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.