Convergence Investment Partners’s BorgWarner BWA Stock Holding History

Convergence Investment Partners’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	$3.76M	Buy	56,690 +28,345	+100%	+$1.8M	0.36%	104
2026 Q1	$1.54M	Buy	28,345 +4,813	+20%	+$254K	0.25%	145
2025 Q4	$1.06M	Sell	23,532 -14,139	-38%	-$619K	0.21%	165
2025 Q3	$1.66M	Sell	37,671 -1,786	-5%	-$71.4K	0.37%	88
2025 Q2	$1.32M	Buy	39,457 +1,436	+4%	+$44K	0.33%	100
2025 Q1	$1.09M	Buy	+38,021	New	+$1.15M	0.3%	116
2023 Q2	–	Sell	-6,373	Closed	-$276K	–	170
2023 Q1	$276K	Buy	+6,373	New	+$264K	0.16%	131
2021 Q1	–	Sell	-30,285	Closed	-$1.03M	–	251
2020 Q4	$1.03M	Buy	+30,285	New	+$1.03M	0.52%	71
2020 Q1	–	Sell	-18,444	Closed	-$704K	–	218
2019 Q4	$704K	Buy	+18,444	New	+$676K	0.2%	174
2018 Q2	–	Sell	-320	Closed	-$14K	–	402
2018 Q1	$14K	Buy	+320	New	+$14.9K	﹤0.01%	650

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Convergence Investment Partners's BWA Position: Q2 2026 in Review

Convergence Investment Partners increased its BorgWarner (BWA) stake by 100% in Q2 2026, buying an estimated $1.8M and bringing the position to 56,690 shares worth $3.76M. The position accounts for 0.36% of the portfolio, ranked #104.

Convergence Investment Partners first reported a position in BWA in Q1 2018 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Convergence Investment Partners held 56,690 shares of BorgWarner worth $3.76M as of Q2 2026.
Convergence Investment Partners bought 28,345 BorgWarner shares in Q2 2026, an estimated $1.8M.
BorgWarner made up 0.36% of Convergence Investment Partners's portfolio in Q2 2026, its #104 holding.
Convergence Investment Partners first reported a position in BorgWarner in Q1 2018 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.