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SummitTX Capital’s Babcock & Wilcox BW Stock Holding History

SummitTX Capital’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 		– Sell
-17,842
Closed -$262K – 805
2026
Q1 		$262K Buy
17,842
+4,538
+34% +$47.7K 0.01% 665
2025
Q4 		$84.3K Buy
+13,304
New +$65.6K ﹤0.01% 663

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

SummitTX Capital's BW Position: Q2 2026 in Review

SummitTX Capital sold out of Babcock & Wilcox (BW) in Q2 2026, closing a stake of 17,842 shares — an estimated $262K sold.

SummitTX Capital first reported a position in BW in Q4 2025 and held it in 2 quarters. The position peaked at $262K in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • SummitTX Capital reported no remaining Babcock & Wilcox position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 17,842 Babcock & Wilcox shares in Q2 2026, an estimated $262K.
  • SummitTX Capital first reported a position in Babcock & Wilcox in Q4 2025 and held it in 2 quarters.
  • SummitTX Capital's Babcock & Wilcox position peaked at $262K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.