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Fiduciary Financial Group’s BorgWarner BWA Stock Holding History

Fiduciary 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 		$326K Buy
4,903
+15
+0.3% +$950 0.04% 280
2026
Q1 		$265K Buy
4,888
+19
+0.4% +$1K 0.04% 289
2025
Q4 		$219K Hold
4,869
– – 0.03% 306
2025
Q3 		$214K Buy
+4,869
New +$195K 0.03% 304

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

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

Fiduciary Financial Group increased its BorgWarner (BWA) stake by 0.31% in Q2 2026, buying an estimated $950 and bringing the position to 4,903 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #280.

Fiduciary Financial Group first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Fiduciary Financial Group held 4,903 shares of BorgWarner worth $326K as of Q2 2026.
  • Fiduciary Financial Group bought 15 BorgWarner shares in Q2 2026, an estimated $950.
  • BorgWarner made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #280 holding.
  • Fiduciary Financial Group first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.