AFGAS
BWA icon

Allegiance Financial Group Advisory Services’s BorgWarner BWA Stock Holding History

Allegiance Financial Group Advisory Services’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 		$232K Sell
3,496
-222
-6% -$14.1K 0.04% 179
2026
Q1 		$202K Buy
+3,718
New +$196K 0.04% 189

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Allegiance Financial Group Advisory Services's BWA Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its BorgWarner (BWA) stake by 6% in Q2 2026, selling an estimated $14.1K and leaving 3,496 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #179.

Allegiance Financial Group Advisory Services first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 3,496 shares of BorgWarner worth $232K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 222 BorgWarner shares in Q2 2026, an estimated $14.1K.
  • BorgWarner made up 0.04% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #179 holding.
  • Allegiance Financial Group Advisory Services first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.