Arbor Wealth Advisors’s BorgWarner BWA Stock Holding History

Arbor Wealth Advisors’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	$6.54M	Hold	108,718	–	–	4.07%	6
2026 Q2	$7.22M	Hold	108,718	–	–	4.41%	6
2026 Q1	$5.9M	Hold	108,718	–	–	4.14%	6
2025 Q4	$4.9M	Hold	108,718	–	–	3.49%	6
2025 Q3	$4.78M	Hold	108,718	–	–	3.57%	6
2025 Q2	$3.64M	Buy	108,718 +111	+0.1%	+$3.4K	2.95%	7
2025 Q1	$3.11M	Buy	108,607 +1,196	+1%	+$36.3K	2.78%	7
2024 Q4	$3.41M	Sell	107,411 -500	-0.5%	-$17K	3.04%	7
2024 Q3	$3.92M	Hold	107,911	–	–	3.53%	7
2024 Q2	$3.48M	Hold	107,911	–	–	3.43%	7
2024 Q1	$3.75M	Hold	107,911	–	–	3.54%	6
2023 Q4	$3.87M	Buy	+107,911	New	+$3.85M	3.98%	5

Other funds holding BWA

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Arbor Wealth Advisors's BWA Position: Q3 2026 in Review

Arbor Wealth Advisors held its BorgWarner (BWA) position steady in Q3 2026 at 108,718 shares worth $6.54M. The position accounts for 4.07% of the portfolio, ranked #6.

Arbor Wealth Advisors first reported a position in BWA in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.22M in Q2 2026. 130 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Arbor Wealth Advisors held 108,718 shares of BorgWarner worth $6.54M as of Q3 2026.
Arbor Wealth Advisors left its BorgWarner share count unchanged in Q3 2026.
BorgWarner made up 4.07% of Arbor Wealth Advisors's portfolio in Q3 2026, its #6 holding.
Arbor Wealth Advisors first reported a position in BorgWarner in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's BorgWarner position peaked at $7.22M in Q2 2026.
130 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.