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Allworth Financial’s BorgWarner BWA Stock Holding History

Allworth Financial’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 		$555K Sell
8,365
-246
-3% -$15.6K ﹤0.01% 945
2026
Q1 		$467K Buy
8,611
+1,267
+17% +$66.8K ﹤0.01% 979
2025
Q4 		$331K Buy
7,344
+1,351
+23% +$59.2K ﹤0.01% 1111
2025
Q3 		$263K Buy
5,993
+4,310
+256% +$172K ﹤0.01% 1153
2025
Q2 		$56.4K Buy
1,683
+246
+17% +$7.54K ﹤0.01% 1881
2025
Q1 		$40.9K Buy
1,437
+793
+123% +$24.1K ﹤0.01% 1657
2024
Q4 		$20.5K Buy
644
+331
+106% +$11.3K ﹤0.01% 2085
2024
Q3 		$11.4K Sell
313
-4
-1% -$132 ﹤0.01% 2204
2024
Q2 		$10.3K Sell
317
-219
-41% -$7.58K ﹤0.01% 2210
2024
Q1 		$18.6K Sell
536
-6
-1% -$196 ﹤0.01% 1810
2023
Q4 		$19.4K Sell
542
-100
-16% -$3.57K ﹤0.01% 1666
2023
Q3 		$25.9K Buy
642
+54
+9% +$2.29K ﹤0.01% 1377
2023
Q2 		$25.3K Sell
588
-11
-2% -$452 ﹤0.01% 1399
2023
Q1 		$25.9K Buy
599
+24
+4% +$994 ﹤0.01% 1314
2022
Q4 		$20.4K Buy
575
+518
+909% +$17.6K ﹤0.01% 1357
2022
Q3 		$2K Buy
57
+1
+2% +$32 ﹤0.01% 2114
2022
Q2 		$2K Buy
56
+40
+250% +$1.32K ﹤0.01% 1987
2022
Q1 		$1K Sell
16
-332
-95% -$12.4K ﹤0.01% 1888
2021
Q4 		$14K Sell
348
-6
-2% -$241 ﹤0.01% 1254
2021
Q3 		$13K Buy
+354
New +$14.1K ﹤0.01% 1169
2018
Q4 		– Sell
-42
Closed -$2K – 864
2018
Q3 		$2K Sell
42
-11
-21% -$432 ﹤0.01% 775
2018
Q2 		$2K Buy
53
+11
+26% +$485 ﹤0.01% 772
2018
Q1 		$2K Buy
+42
New +$1.95K ﹤0.01% 693

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 $3.37T AUM 44.26% 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

Allworth Financial's BWA Position: Q2 2026 in Review

Allworth Financial reduced its BorgWarner (BWA) stake by 2.9% in Q2 2026, selling an estimated $15.6K and leaving 8,365 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Allworth Financial first reported a position in BWA in Q1 2018 and has held it in 23 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Allworth Financial held 8,365 shares of BorgWarner worth $555K as of Q2 2026.
  • Allworth Financial sold 246 BorgWarner shares in Q2 2026, an estimated $15.6K.
  • BorgWarner made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #945 holding.
  • Allworth Financial first reported a position in BorgWarner in Q1 2018 and has held it in 23 quarters since.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.