Everence Capital Management’s BorgWarner BWA Stock Holding History

Everence 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 Q1	$387K	Buy	7,141 +1,201	+20%	+$63.3K	0.02%	462
2025 Q4	$268K	Hold	5,940	–	–	0.02%	642
2025 Q3	$261K	Buy	+5,940	New	+$237K	0.02%	662
2024 Q4	–	Sell	-14,870	Closed	-$540K	–	847
2024 Q3	$540K	Hold	14,870	–	–	0.03%	408
2024 Q2	$487	Hold	14,870	–	–	0.03%	396
2024 Q1	$517	Hold	14,870	–	–	0.03%	400
2023 Q4	$533K	Hold	14,870	–	–	0.04%	379
2023 Q3	$600	Sell	14,870 -2,022	-12%	-$85.7K	0.05%	328
2023 Q2	$659K	Hold	16,892	–	–	0.05%	292
2023 Q1	$730	Hold	16,892	–	–	0.06%	277
2022 Q4	$599	Hold	16,892	–	–	0.05%	319
2022 Q3	$467K	Hold	16,892	–	–	0.04%	366
2022 Q2	$496K	Hold	16,892	–	–	0.04%	342
2022 Q1	$578K	Hold	16,892	–	–	0.04%	338
2021 Q4	$670K	Hold	16,892	–	–	0.05%	318
2021 Q3	$643K	Hold	16,892	–	–	0.05%	297
2021 Q2	$722K	Hold	16,892	–	–	0.06%	270
2021 Q1	$689K	Hold	16,892	–	–	0.06%	255
2020 Q4	$575K	Buy	16,892 +8,667	+105%	+$294K	0.06%	302
2020 Q3	$280K	Hold	8,225	–	–	0.03%	479
2020 Q2	$233K	Buy	+8,225	New	+$217K	0.03%	537
2020 Q1	–	Sell	-8,225	Closed	-$314K	–	643
2019 Q4	$314K	Hold	8,225	–	–	0.05%	468
2019 Q3	$266K	Hold	8,225	–	–	0.04%	469
2019 Q2	$304K	Hold	8,225	–	–	0.05%	424
2019 Q1	$278K	Buy	+8,225	New	+$285K	0.05%	438
2016 Q4	–	Sell	-10,054	Closed	-$311K	–	317
2016 Q3	$311K	Buy	+10,054	New	+$296K	0.09%	245
2015 Q3	–	Sell	-4,987	Closed	-$250K	–	297
2015 Q2	$250K	Hold	4,987	–	–	0.08%	258
2015 Q1	$270K	Hold	4,987	–	–	0.09%	245
2014 Q4	$241K	Buy	+4,987	New	+$243K	0.08%	256

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

Everence Capital Management's BWA Position: Q1 2026 in Review

Everence Capital Management increased its BorgWarner (BWA) stake by 20% in Q1 2026, buying an estimated $63.3K and bringing the position to 7,141 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #462.

Everence Capital Management first reported a position in BWA in Q4 2014 and has held it in 29 quarters since. The position peaked at $722K in Q2 2021. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Everence Capital Management held 7,141 shares of BorgWarner worth $387K as of Q1 2026.
Everence Capital Management bought 1,201 BorgWarner shares in Q1 2026, an estimated $63.3K.
BorgWarner made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #462 holding.
Everence Capital Management first reported a position in BorgWarner in Q4 2014 and has held it in 29 quarters since.
Everence Capital Management's BorgWarner position peaked at $722K in Q2 2021.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.