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Financial Strategies Group’s BorgWarner BWA Stock Holding History

Financial Strategies 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
2025
Q3 		– Sell
-15,041
Closed -$533K – 95
2025
Q2 		$533K Buy
15,041
+983
+7% +$30.1K 0.11% 68
2025
Q1 		$367K Buy
14,058
+3,914
+39% +$119K 0.09% 74
2024
Q4 		$315K Buy
10,144
+2,040
+25% +$69.5K 0.08% 82
2024
Q3 		$287K Buy
8,104
+1,570
+24% +$51.8K 0.07% 89
2024
Q2 		$207K Buy
+6,534
New +$226K 0.05% 95

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Strategies Group's BWA Position: Q3 2025 in Review

Financial Strategies Group sold out of BorgWarner (BWA) in Q3 2025, closing a stake of 15,041 shares — an estimated $533K sold.

Financial Strategies Group first reported a position in BWA in Q2 2024 and held it in 5 quarters. The position peaked at $533K in Q2 2025. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

  • Financial Strategies Group reported no remaining BorgWarner position as of Q3 2025 after selling out during the quarter.
  • Financial Strategies Group sold 15,041 BorgWarner shares in Q3 2025, an estimated $533K.
  • Financial Strategies Group first reported a position in BorgWarner in Q2 2024 and held it in 5 quarters.
  • Financial Strategies Group's BorgWarner position peaked at $533K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on Financial Strategies Group's 13F filing for Q3 2025, filed 4 Nov 2025.