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Bruce G. Allen Investments’s BorgWarner BWA Stock Holding History

Bruce G. Allen Investments’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
Q1 		$51.1K Sell
941
-3
-0.3% -$158 0.03% 256
2025
Q4 		$42.5K Sell
944
-46
-5% -$2.02K 0.03% 289
2025
Q3 		$43.5K Sell
990
-5
-0.5% -$200 0.03% 284
2025
Q2 		$33.3K Buy
995
+39
+4% +$1.2K 0.03% 317
2025
Q1 		$27.4K Sell
956
-43
-4% -$1.3K 0.02% 338
2024
Q4 		$31.8K Buy
999
+6
+0.6% +$204 0.03% 323
2024
Q3 		$36K Buy
993
+40
+4% +$1.32K 0.03% 313
2024
Q2 		$30.7K Sell
953
-33
-3% -$1.14K 0.03% 319
2024
Q1 		$34.3K Buy
986
+57
+6% +$1.86K 0.03% 304
2023
Q4 		$33.3K Buy
+929
New +$33.2K 0.03% 301

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bruce G. Allen Investments's BWA Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its BorgWarner (BWA) stake by 0.32% in Q1 2026, selling an estimated $158 and leaving 941 shares worth $51.1K. The position accounts for 0.03% of the portfolio, ranked #256.

Bruce G. Allen Investments first reported a position in BWA in Q4 2023 and has held it in 10 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Bruce G. Allen Investments held 941 shares of BorgWarner worth $51.1K as of Q1 2026.
  • Bruce G. Allen Investments sold 3 BorgWarner shares in Q1 2026, an estimated $158.
  • BorgWarner made up 0.03% of Bruce G. Allen Investments's portfolio in Q1 2026, its #256 holding.
  • Bruce G. Allen Investments first reported a position in BorgWarner in Q4 2023 and has held it in 10 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.