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Bernard Wealth Management’s BorgWarner BWA Stock Holding History

Bernard Wealth 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 		$14.3K Hold
215
– – 0.01% 208
2026
Q1 		$11.7K Buy
+215
New +$11.3K 0.01% 219

Other funds holding BWA

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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

Bernard Wealth Management's BWA Position: Q2 2026 in Review

Bernard Wealth Management held its BorgWarner (BWA) position steady in Q2 2026 at 215 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #208.

Bernard Wealth Management first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Bernard Wealth Management held 215 shares of BorgWarner worth $14.3K as of Q2 2026.
  • Bernard Wealth Management left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Bernard Wealth Management first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.