CX Institutional
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CX Institutional’s BorgWarner BWA Stock Holding History

CX Institutional’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 		$342K Buy
5,691
+112
+2% +$7.22K 0.01% 583
2026
Q2 		$370K Sell
5,579
-71
-1% -$4.5K 0.01% 551
2026
Q1 		$307K Sell
5,650
-68
-1% -$3.58K 0.01% 598
2025
Q4 		$258K Sell
5,718
-275
-5% -$12K 0.01% 627
2025
Q3 		$263K Buy
5,993
+114
+2% +$4.56K 0.01% 611
2025
Q2 		$197K Buy
5,879
+2,458
+72% +$75.4K 0.01% 629
2025
Q1 		$98K Buy
+3,421
New +$104K ﹤0.01% 749
2024
Q4 		– Sell
-9,750
Closed -$354K – 542
2024
Q3 		$354K Buy
9,750
+199
+2% +$6.56K 0.02% 434
2024
Q2 		$308K Buy
9,551
+1,465
+18% +$50.7K 0.01% 456
2024
Q1 		$281K Buy
8,086
+1,952
+32% +$63.8K 0.01% 474
2023
Q4 		$220K Sell
6,134
-343
-5% -$12.2K 0.01% 473
2023
Q3 		$261K Sell
6,477
-224
-3% -$9.49K 0.01% 427
2023
Q2 		$289K Buy
6,701
+562
+9% +$23.1K 0.01% 436
2023
Q1 		$263K Buy
+6,139
New +$254K 0.01% 428
2022
Q3 		– Sell
-1,045
Closed -$31K – 548
2022
Q2 		$31K Buy
+1,045
New +$34.4K ﹤0.01% 764
2021
Q4 		– Sell
-1,384
Closed -$53K – 406
2021
Q3 		$53K Buy
1,384
+11
+0.8% +$437 ﹤0.01% 566
2021
Q2 		$59K Buy
1,373
+88
+7% +$3.88K ﹤0.01% 534
2021
Q1 		$52K Buy
1,285
+63
+5% +$2.46K ﹤0.01% 487
2020
Q4 		$42K Buy
1,222
+96
+9% +$3.26K ﹤0.01% 471
2020
Q3 		$38K Buy
1,126
+935
+490% +$32.1K ﹤0.01% 430
2020
Q2 		$6K Buy
+191
New +$5.03K ﹤0.01% 639
2020
Q1 		– Sell
-20
Closed -$1K – 774
2019
Q4 		$1K Sell
20
-29
-59% -$1.06K ﹤0.01% 700
2019
Q3 		$2K Buy
49
+19
+63% +$612 ﹤0.01% 720
2019
Q2 		$1K Buy
30
+11
+58% +$390 ﹤0.01% 819
2019
Q1 		$1K Buy
+19
New +$657 ﹤0.01% 730

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

CX Institutional's BWA Position: Q3 2026 in Review

CX Institutional increased its BorgWarner (BWA) stake by 2% in Q3 2026, buying an estimated $7.22K and bringing the position to 5,691 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #583.

CX Institutional first reported a position in BWA in Q1 2019 and has held it in 25 quarters since. The position peaked at $370K in Q2 2026. 155 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • CX Institutional held 5,691 shares of BorgWarner worth $342K as of Q3 2026.
  • CX Institutional bought 112 BorgWarner shares in Q3 2026, an estimated $7.22K.
  • BorgWarner made up 0.01% of CX Institutional's portfolio in Q3 2026, its #583 holding.
  • CX Institutional first reported a position in BorgWarner in Q1 2019 and has held it in 25 quarters since.
  • CX Institutional's BorgWarner position peaked at $370K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.