First Pacific Financial
BWA icon

First Pacific Financial’s BorgWarner BWA Stock Holding History

First Pacific Financial’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
Q3 		$487K Sell
8,106
-10
-0.1% -$645 0.05% 146
2026
Q2 		$539K Sell
8,116
-321
-4% -$20.3K 0.06% 125
2026
Q1 		$458K Sell
8,437
-31
-0.4% -$1.63K 0.06% 131
2025
Q4 		$382K Sell
8,468
-622
-7% -$27.2K 0.05% 142
2025
Q3 		$400K Sell
9,090
-390
-4% -$15.6K 0.06% 138
2025
Q2 		$317K Sell
9,480
-994
-9% -$30.5K 0.05% 148
2025
Q1 		$300K Sell
10,474
-12
-0.1% -$364 0.06% 118
2024
Q4 		$333K Buy
10,486
+159
+2% +$5.41K 0.08% 118
2024
Q3 		$375K Buy
10,327
+564
+6% +$18.6K 0.09% 113
2024
Q2 		$315K Buy
9,763
+340
+4% +$11.8K 0.08% 108
2024
Q1 		$327K Sell
9,423
-189
-2% -$6.18K 0.09% 108
2023
Q4 		$345K Buy
9,612
+6
+0.1% +$214 0.11% 104
2023
Q3 		$388K Sell
9,606
-1,701
-15% -$72.1K 0.17% 92
2023
Q2 		$487K Buy
11,307
+139
+1% +$5.72K 0.21% 89
2023
Q1 		$483K Sell
11,168
-733
-6% -$30.4K 0.22% 89
2022
Q4 		$422K Buy
11,901
+517
+5% +$17.6K 0.21% 91
2022
Q3 		$315K Buy
11,384
+739
+7% +$23.8K 0.18% 93
2022
Q2 		$313K Buy
10,645
+337
+3% +$11.1K 0.15% 97
2022
Q1 		$353K Buy
10,308
+262
+3% +$9.8K 0.18% 86
2021
Q4 		$399K Buy
10,046
+195
+2% +$7.83K 0.19% 88
2021
Q3 		$375K Buy
9,851
+513
+5% +$20.4K 0.2% 87
2021
Q2 		$399K Buy
9,338
+1,200
+15% +$52.8K 0.22% 85
2021
Q1 		$332K Buy
8,138
+999
+14% +$38.9K 0.21% 85
2020
Q4 		$243K Buy
+7,139
New +$242K 0.15% 93

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

First Pacific Financial's BWA Position: Q3 2026 in Review

First Pacific Financial reduced its BorgWarner (BWA) stake by 0.12% in Q3 2026, selling an estimated $645 and leaving 8,106 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #146.

First Pacific Financial first reported a position in BWA in Q4 2020 and has held it in 24 quarters since. The position peaked at $539K in Q2 2026. 284 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • First Pacific Financial held 8,106 shares of BorgWarner worth $487K as of Q3 2026.
  • First Pacific Financial sold 10 BorgWarner shares in Q3 2026, an estimated $645.
  • BorgWarner made up 0.05% of First Pacific Financial's portfolio in Q3 2026, its #146 holding.
  • First Pacific Financial first reported a position in BorgWarner in Q4 2020 and has held it in 24 quarters since.
  • First Pacific Financial's BorgWarner position peaked at $539K in Q2 2026.
  • 284 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.