Cornerstone Planning Group
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Cornerstone Planning Group’s BorgWarner BWA Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-33
Closed -$2.12K – 383
2026
Q2 		$2.12K Sell
33
-8
-20% -$507 ﹤0.01% 1314
2026
Q1 		$2.29K Buy
41
+21
+105% +$1.11K ﹤0.01% 1273
2025
Q4 		$966 Buy
20
+17
+567% +$745 ﹤0.01% 1353
2025
Q3 		$132 Hold
3
– – ﹤0.01% 1635
2025
Q2 		$114 Hold
3
– – ﹤0.01% 1488
2025
Q1 		$82 Buy
+3
New +$91 ﹤0.01% 1507

Other funds holding BWA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Arbor Wealth Advisors
Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Cornerstone Planning Group's BWA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of BorgWarner (BWA) in Q3 2026, closing a stake of 33 shares — an estimated $2.12K sold.

Cornerstone Planning Group first reported a position in BWA in Q1 2025 and held it in 6 quarters. The position peaked at $2.29K in Q1 2026. 155 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining BorgWarner position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 33 BorgWarner shares in Q3 2026, an estimated $2.12K.
  • Cornerstone Planning Group first reported a position in BorgWarner in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's BorgWarner position peaked at $2.29K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.