Curi RMB Capital’s BorgWarner BWA Stock Holding History

Curi RMB Capital’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	$378K	Sell	6,967 -1,771	-20%	-$93.3K	0.01%	673
2025 Q4	$394K	Buy	+8,738	New	+$383K	0.01%	681
2018 Q4	–	Sell	-72,358	Closed	-$2.73M	–	904
2018 Q3	$2.73M	Buy	72,358 +679	+0.9%	+$26.7K	0.07%	316
2018 Q2	$2.72M	Buy	71,679 +2,940	+4%	+$130K	0.06%	315
2018 Q1	$3.04M	Buy	68,739 +119	+0.2%	+$5.53K	0.08%	319
2017 Q4	$3.09M	Buy	68,620 +46,557	+211%	+$2.15M	0.08%	305
2017 Q3	$995K	Buy	+22,063	New	+$901K	0.03%	432

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

Curi RMB Capital's BWA Position: Q1 2026 in Review

Curi RMB Capital reduced its BorgWarner (BWA) stake by 20% in Q1 2026, selling an estimated $93.3K and leaving 6,967 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #673.

Curi RMB Capital first reported a position in BWA in Q3 2017 and has held it in 7 quarters since. The position peaked at $3.09M in Q4 2017. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Curi RMB Capital held 6,967 shares of BorgWarner worth $378K as of Q1 2026.
Curi RMB Capital sold 1,771 BorgWarner shares in Q1 2026, an estimated $93.3K.
BorgWarner made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #673 holding.
Curi RMB Capital first reported a position in BorgWarner in Q3 2017 and has held it in 7 quarters since.
Curi RMB Capital's BorgWarner position peaked at $3.09M in Q4 2017.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.