Ethos Capital Management
BWA icon

Ethos Capital Management’s BorgWarner BWA Stock Holding History

Ethos Capital Management’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 		$2.86M Buy
47,661
+4,017
+9% +$259K 1.91% 14
2026
Q2 		$2.9M Buy
43,644
+6,393
+17% +$405K 2.06% 10
2026
Q1 		$2.02M Buy
37,251
+5,445
+17% +$287K 1.73% 14
2025
Q4 		$1.43M Buy
+31,806
New +$1.39M 1.35% 31

Other funds holding BWA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Ethos Capital Management's BWA Position: Q3 2026 in Review

Ethos Capital Management increased its BorgWarner (BWA) stake by 9.2% in Q3 2026, buying an estimated $259K and bringing the position to 47,661 shares worth $2.86M. The position accounts for 1.91% of the portfolio, ranked #14.

Ethos Capital Management first reported a position in BWA in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q2 2026. 326 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Ethos Capital Management held 47,661 shares of BorgWarner worth $2.86M as of Q3 2026.
  • Ethos Capital Management bought 4,017 BorgWarner shares in Q3 2026, an estimated $259K.
  • BorgWarner made up 1.91% of Ethos Capital Management's portfolio in Q3 2026, its #14 holding.
  • Ethos Capital Management first reported a position in BorgWarner in Q4 2025 and has held it in 4 quarters since.
  • Ethos Capital Management's BorgWarner position peaked at $2.9M in Q2 2026.
  • 326 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.