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Apella Capital’s BorgWarner BWA Stock Holding History

Apella Capital’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 		$252K Buy
+4,037
New +$260K ﹤0.01% 679

Other funds holding BWA

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Apella Capital's BWA Position: Q3 2026 in Review

Apella Capital opened a new position in BorgWarner (BWA) in Q3 2026: 4,037 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

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

  • Apella Capital held 4,037 shares of BorgWarner worth $252K as of Q3 2026.
  • BorgWarner was a new Apella Capital position in Q3 2026.
  • BorgWarner made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #679 holding.
  • 18 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.