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Superior Planning, LLC’s BorgWarner BWA Stock Holding History

Superior Planning, LLC’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.63K Buy
+77
New +$4.97K ﹤0.01% 1226

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LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's BWA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in BorgWarner (BWA) in Q3 2026: 77 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings.

541 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Superior Planning, LLC held 77 shares of BorgWarner worth $4.63K as of Q3 2026.
  • BorgWarner was a new Superior Planning, LLC position in Q3 2026.
  • BorgWarner made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1226 holding.
  • 541 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.