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 Q2	$463K	Buy	6,978 +11	+0.2%	+$697	0.01%	631
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 $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 $3.38T AUM 44.17% 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

Curi RMB Capital's BWA Position: Q2 2026 in Review

Curi RMB Capital increased its BorgWarner (BWA) stake by 0.16% in Q2 2026, buying an estimated $697 and bringing the position to 6,978 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #631.

Curi RMB Capital first reported a position in BWA in Q3 2017 and has held it in 8 quarters since. The position peaked at $3.09M in Q4 2017. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Curi RMB Capital held 6,978 shares of BorgWarner worth $463K as of Q2 2026.
Curi RMB Capital bought 11 BorgWarner shares in Q2 2026, an estimated $697.
BorgWarner made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #631 holding.
Curi RMB Capital first reported a position in BorgWarner in Q3 2017 and has held it in 8 quarters since.
Curi RMB Capital's BorgWarner position peaked at $3.09M in Q4 2017.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.