Bank of Montreal
BWA icon

Bank of Montreal’s BorgWarner BWA Stock Holding History

Bank of Montreal’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 		$2.09M Hold
31,500
– – ﹤0.01% 1716
2026
Q1 		$1.71M Buy
+31,500
New +$1.66M ﹤0.01% 1745

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

Bank of Montreal's BWA Position: Q2 2026 in Review

Bank of Montreal increased its BorgWarner (BWA) stake by 17% in Q2 2026, buying an estimated $462K and bringing the position to 49,757 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Bank of Montreal first reported a position in BWA in Q2 2013 and has held it in 53 quarters since. The position peaked at $108M in Q2 2021. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Bank of Montreal held 49,757 shares of BorgWarner worth $3.3M as of Q2 2026.
  • Bank of Montreal bought 7,291 BorgWarner shares in Q2 2026, an estimated $462K.
  • BorgWarner made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1524 holding.
  • Bank of Montreal first reported a position in BorgWarner in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's BorgWarner position peaked at $108M in Q2 2021.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.