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Brindle & Bay Financial Advisors, LLC → CW

Brindle & Bay Financial Advisors, LLC CW Position History

Curtiss-Wright Corporation • Industrials

Quarters held
4
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.5M
Q1 2026$5.2M
Q2 2026$5.6M
Q3 2026$6.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.2M60.9K——
Q2 2026$5.6M52.0K——
Q1 2026$5.2M56.6K——
Q4 2025$4.5M50.3K——

Other funds holding CW

Other Brindle & Bay Financial Advisors, LLC positions

QQQ

INVESCO QQQ TR

$28.2M
VGES

VANGUARD TAX-MANAGED FDS

$27.2M
QQQ

INVESCO QQQ TR

$23.1M
VGES

VANGUARD TAX-MANAGED FDS

$20.6M
VGES

VANGUARD TAX-MANAGED FDS

$17.1M
QQQ

INVESCO QQQ TR

$15.7M
VGES

VANGUARD TAX-MANAGED FDS

$15.4M
VGES

VANGUARD BD INDEX FDS

$15.1M