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Sigma Planning Corp’s Babcock & Wilcox BW Stock Holding History

Sigma Planning Corp’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
2026
Q2 		$462K Buy
+32,774
New +$556K 0.01% 948
2022
Q1 		– Sell
-27,700
Closed -$250K – 1381
2021
Q4 		$250K Sell
27,700
-19,600
-41% -$157K 0.01% 1171
2021
Q3 		$303K Sell
47,300
-1,200
-2% -$8.37K 0.01% 1058
2021
Q2 		$382K Sell
48,500
-13,700
-22% -$113K 0.01% 957
2021
Q1 		$589K Buy
+62,200
New +$399K 0.02% 706

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sigma Planning Corp's BW Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Babcock & Wilcox (BW) in Q2 2026: 32,774 shares worth $462K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in BW as recently as Q4 2021.

Sigma Planning Corp first reported a position in BW in Q1 2021 and has held it in 5 quarters since. The position peaked at $589K in Q1 2021. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Sigma Planning Corp held 32,774 shares of Babcock & Wilcox worth $462K as of Q2 2026.
  • Babcock & Wilcox was a new Sigma Planning Corp position in Q2 2026.
  • Babcock & Wilcox made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #948 holding.
  • Sigma Planning Corp first reported a position in Babcock & Wilcox in Q1 2021 and has held it in 5 quarters since.
  • Sigma Planning Corp's Babcock & Wilcox position peaked at $589K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.