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Fi3 Financial Advisors’s BorgWarner BWA Stock Holding History

Fi3 Financial Advisors’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 		$237K Sell
1,327
-3,211
-71% -$203K 0.06% 206
2026
Q1 		$246K Buy
4,538
+13
+0.3% +$685 0.07% 176
2025
Q4 		$204K Buy
+4,525
New +$198K 0.06% 183

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

Fi3 Financial Advisors's BWA Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its BorgWarner (BWA) stake by 71% in Q2 2026, selling an estimated $203K and leaving 1,327 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #206.

Fi3 Financial Advisors first reported a position in BWA in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q1 2026. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Fi3 Financial Advisors held 1,327 shares of BorgWarner worth $237K as of Q2 2026.
  • Fi3 Financial Advisors sold 3,211 BorgWarner shares in Q2 2026, an estimated $203K.
  • BorgWarner made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #206 holding.
  • Fi3 Financial Advisors first reported a position in BorgWarner in Q4 2025 and has held it in 3 quarters since.
  • Fi3 Financial Advisors's BorgWarner position peaked at $246K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.