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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fi3 Financial Advisors's BWA Position: Q1 2026 in Review

Fi3 Financial Advisors increased its BorgWarner (BWA) stake by 0.29% in Q1 2026, buying an estimated $685 and bringing the position to 4,538 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #176.

Fi3 Financial Advisors first reported a position in BWA in Q4 2025 and has held it in 2 quarters since. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Fi3 Financial Advisors held 4,538 shares of BorgWarner worth $246K as of Q1 2026.
  • Fi3 Financial Advisors bought 13 BorgWarner shares in Q1 2026, an estimated $685.
  • BorgWarner made up 0.07% of Fi3 Financial Advisors's portfolio in Q1 2026, its #176 holding.
  • Fi3 Financial Advisors first reported a position in BorgWarner in Q4 2025 and has held it in 2 quarters since.
  • 711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.