UAG
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United Advisor Group’s Babcock & Wilcox BW Stock Holding History

United Advisor Group’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 		$3.03M Buy
+214,794
New +$3.64M 0.32% 84

Other funds holding BW

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

United Advisor Group's BW Position: Q2 2026 in Review

United Advisor Group opened a new position in Babcock & Wilcox (BW) in Q2 2026: 214,794 shares worth $3.03M. The stake represents 0.32% of the portfolio and ranks #84 among its holdings.

24 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • United Advisor Group held 214,794 shares of Babcock & Wilcox worth $3.03M as of Q2 2026.
  • Babcock & Wilcox was a new United Advisor Group position in Q2 2026.
  • Babcock & Wilcox made up 0.32% of United Advisor Group's portfolio in Q2 2026, its #84 holding.
  • 24 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.