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BFC Planning, Inc.’s BorgWarner BWA Stock Holding History

BFC Planning, Inc.’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 		$115K Buy
1,725
+391
+29% +$24.8K ﹤0.01% 1180
2026
Q1 		$72.4K Buy
1,334
+272
+26% +$14.3K ﹤0.01% 1207
2025
Q4 		$47.8K Buy
1,062
+501
+89% +$21.9K ﹤0.01% 1384
2025
Q3 		$24.6K Buy
561
+189
+51% +$7.55K ﹤0.01% 1474
2025
Q2 		$12.4K Buy
372
+121
+48% +$3.71K ﹤0.01% 1705
2025
Q1 		$7.19K Buy
251
+9
+4% +$273 ﹤0.01% 1900
2024
Q4 		$7.69K Buy
+242
New +$8.24K ﹤0.01% 1872

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s BWA Position: Q2 2026 in Review

BFC Planning, Inc. increased its BorgWarner (BWA) stake by 29% in Q2 2026, buying an estimated $24.8K and bringing the position to 1,725 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

BFC Planning, Inc. first reported a position in BWA in Q4 2024 and has held it in 7 quarters since. 818 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • BFC Planning, Inc. held 1,725 shares of BorgWarner worth $115K as of Q2 2026.
  • BFC Planning, Inc. bought 391 BorgWarner shares in Q2 2026, an estimated $24.8K.
  • BorgWarner made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1180 holding.
  • BFC Planning, Inc. first reported a position in BorgWarner in Q4 2024 and has held it in 7 quarters since.
  • 818 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.