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Applied Finance Capital Management’s BorgWarner BWA Stock Holding History

Applied Finance Capital Management’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 		$252K Buy
+3,794
New +$240K 0.02% 200
2024
Q4 		– Sell
-5,578
Closed -$202K – 302
2024
Q3 		$202K Buy
+5,578
New +$184K 0.01% 297

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

Applied Finance Capital Management's BWA Position: Q2 2026 in Review

Applied Finance Capital Management opened a new position in BorgWarner (BWA) in Q2 2026: 3,794 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Applied Finance Capital Management previously reported a position in BWA as recently as Q3 2024.

Applied Finance Capital Management first reported a position in BWA in Q3 2024 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Applied Finance Capital Management held 3,794 shares of BorgWarner worth $252K as of Q2 2026.
  • BorgWarner was a new Applied Finance Capital Management position in Q2 2026.
  • BorgWarner made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #200 holding.
  • Applied Finance Capital Management first reported a position in BorgWarner in Q3 2024 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.