Action Point Financial Planning’s BorgWarner BWA Stock Holding History

Action Point Financial Planning’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 Q2	$48.7K	Buy	+736	New	+$46.6K	﹤0.01%	829

Other funds holding BWA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Action Point Financial Planning's BWA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BorgWarner (BWA) in Q2 2026: 736 shares worth $48.7K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings.

810 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Action Point Financial Planning held 736 shares of BorgWarner worth $48.7K as of Q2 2026.
BorgWarner was a new Action Point Financial Planning position in Q2 2026.
BorgWarner made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #829 holding.
810 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.