Callan Family Office’s BorgWarner BWA Stock Holding History

Callan Family Office’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	$1.18M	Sell	21,797 -371	-2%	-$19.6K	0.03%	515
2025 Q4	$999K	Buy	+22,168	New	+$971K	0.02%	547

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Callan Family Office's BWA Position: Q1 2026 in Review

Callan Family Office reduced its BorgWarner (BWA) stake by 1.7% in Q1 2026, selling an estimated $19.6K and leaving 21,797 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #515.

Callan Family Office first reported a position in BWA in Q4 2025 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Callan Family Office held 21,797 shares of BorgWarner worth $1.18M as of Q1 2026.
Callan Family Office sold 371 BorgWarner shares in Q1 2026, an estimated $19.6K.
BorgWarner made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #515 holding.
Callan Family Office first reported a position in BorgWarner in Q4 2025 and has held it in 2 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.