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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
Q2 		$62.5K Hold
941
– – 0.04% 232
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 $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

Bruce G. Allen Investments's BWA Position: Q2 2026 in Review

Bruce G. Allen Investments held its BorgWarner (BWA) position steady in Q2 2026 at 941 shares worth $62.5K. The position accounts for 0.04% of the portfolio, ranked #232.

Bruce G. Allen Investments first reported a position in BWA in Q4 2023 and has held it in 11 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Bruce G. Allen Investments held 941 shares of BorgWarner worth $62.5K as of Q2 2026.
  • Bruce G. Allen Investments left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #232 holding.
  • Bruce G. Allen Investments first reported a position in BorgWarner in Q4 2023 and has held it in 11 quarters since.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.