Valley National Advisers’s BWX Technologies BWXT Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-16	Closed	-$2K	–	873
2025 Q4	$2K	Buy	+16	New	+$3K	﹤0.01%	761

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Valley National Advisers's BWXT Position: Q1 2026 in Review

Valley National Advisers sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 16 shares — an estimated $2K sold.

Valley National Advisers first reported a position in BWXT in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

Valley National Advisers reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
Valley National Advisers sold 16 BWX Technologies shares in Q1 2026, an estimated $2K.
Valley National Advisers first reported a position in BWX Technologies in Q4 2025 and held it in 1 quarter.
Valley National Advisers's BWX Technologies position peaked at $2K in Q4 2025.
830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.