DFG
BWA icon

Dupree Financial Group’s BorgWarner BWA Stock Holding History

Dupree Financial 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
Q2 		$3.58M Buy
+53,937
New +$3.42M 1.34% 34

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dupree Financial Group's BWA Position: Q2 2026 in Review

Dupree Financial Group opened a new position in BorgWarner (BWA) in Q2 2026: 53,937 shares worth $3.58M. The stake represents 1.34% of the portfolio and ranks #34 among its holdings.

811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Dupree Financial Group held 53,937 shares of BorgWarner worth $3.58M as of Q2 2026.
  • BorgWarner was a new Dupree Financial Group position in Q2 2026.
  • BorgWarner made up 1.34% of Dupree Financial Group's portfolio in Q2 2026, its #34 holding.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.