Creative Financial Designs’s BorgWarner BWA Stock Holding History

Creative Financial Designs’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	$1.79K	Buy	+33	New	+$1.74K	﹤0.01%	1797
2025 Q2	–	Sell	-83	Closed	-$2.38K	–	2034
2025 Q1	$2.38K	Buy	+83	New	+$2.52K	﹤0.01%	1638
2024 Q2	–	Sell	-13	Closed	-$452	–	1653
2024 Q1	$452	Hold	13	–	–	﹤0.01%	1602
2023 Q4	$466	Sell	13 -905	-99%	-$32.3K	﹤0.01%	1539
2023 Q3	$37.1K	Sell	918 -242	-21%	-$10.3K	﹤0.01%	703
2023 Q2	$50K	Buy	1,160 +15	+1%	+$617	0.01%	638
2023 Q1	$49.5K	Buy	1,145 +1	+0.1%	+$41	0.01%	602
2022 Q4	$40.5K	Sell	1,144 -568	-33%	-$19.3K	0.01%	607
2022 Q3	$47K	Buy	1,712 +2	+0.1%	+$65	0.01%	560
2022 Q2	$50K	Sell	1,710 -111	-6%	-$3.66K	0.01%	546
2022 Q1	$62K	Buy	1,821 +229	+14%	+$8.55K	0.01%	518
2021 Q4	$63K	Buy	1,592 +284	+22%	+$11.4K	0.01%	524
2021 Q3	$50K	Hold	1,308	–	–	0.01%	610
2021 Q2	$56K	Hold	1,308	–	–	0.01%	573
2021 Q1	$53K	Hold	1,308	–	–	0.01%	547
2020 Q4	$44K	Hold	1,308	–	–	0.01%	537
2020 Q3	$45K	Hold	1,308	–	–	0.01%	480
2020 Q2	$41K	Buy	+1,308	New	+$34.5K	0.01%	453

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

Creative Financial Designs's BWA Position: Q1 2026 in Review

Creative Financial Designs opened a new position in BorgWarner (BWA) in Q1 2026: 33 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in BWA as recently as Q1 2025.

Creative Financial Designs first reported a position in BWA in Q2 2020 and has held it in 18 quarters since. The position peaked at $63K in Q4 2021. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Creative Financial Designs held 33 shares of BorgWarner worth $1.79K as of Q1 2026.
BorgWarner was a new Creative Financial Designs position in Q1 2026.
BorgWarner made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1797 holding.
Creative Financial Designs first reported a position in BorgWarner in Q2 2020 and has held it in 18 quarters since.
Creative Financial Designs's BorgWarner position peaked at $63K in Q4 2021.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.