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 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 $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

Convergence Investment Partners's BWA Position: Q1 2026 in Review

Convergence Investment Partners increased its BorgWarner (BWA) stake by 20% in Q1 2026, buying an estimated $254K and bringing the position to 28,345 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #145.

Convergence Investment Partners first reported a position in BWA in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.66M in Q3 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Convergence Investment Partners held 28,345 shares of BorgWarner worth $1.54M as of Q1 2026.
Convergence Investment Partners bought 4,813 BorgWarner shares in Q1 2026, an estimated $254K.
BorgWarner made up 0.25% of Convergence Investment Partners's portfolio in Q1 2026, its #145 holding.
Convergence Investment Partners first reported a position in BorgWarner in Q1 2018 and has held it in 9 quarters since.
Convergence Investment Partners's BorgWarner position peaked at $1.66M in Q3 2025.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.