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Steward Partners Investment Advisory’s Babcock & Wilcox BW Stock Holding History

Steward Partners Investment Advisory’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 		$2.82K Sell
200
-800
-80% -$13.6K ﹤0.01% 4150
2026
Q1 		$14.7K Buy
+1,000
New +$10.5K ﹤0.01% 3377
2024
Q1 		– Sell
-66
Closed -$96 – 3582
2023
Q4 		$96 Buy
+66
New +$141 ﹤0.01% 3442

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

Steward Partners Investment Advisory's BW Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Babcock & Wilcox (BW) stake by 80% in Q2 2026, selling an estimated $13.6K and leaving 200 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4150.

Steward Partners Investment Advisory first reported a position in BW in Q4 2023 and has held it in 3 quarters since. The position peaked at $14.7K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Steward Partners Investment Advisory held 200 shares of Babcock & Wilcox worth $2.82K as of Q2 2026.
  • Steward Partners Investment Advisory sold 800 Babcock & Wilcox shares in Q2 2026, an estimated $13.6K.
  • Babcock & Wilcox made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4150 holding.
  • Steward Partners Investment Advisory first reported a position in Babcock & Wilcox in Q4 2023 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Babcock & Wilcox position peaked at $14.7K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.