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Global Financial Private Client’s BorgWarner BWA Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-27
Closed -$774 – 415
2025
Q1 		$774 Buy
27
+15
+125% +$455 ﹤0.01% 1136
2024
Q4 		$381 Buy
+12
New +$409 ﹤0.01% 1040
2023
Q4 		– Sell
-58
Closed -$2.31K – 692
2023
Q3 		$2.31K Sell
58
-8
-12% -$339 ﹤0.01% 562
2023
Q2 		$2.9K Buy
+66
New +$2.71K ﹤0.01% 546

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Financial Private Client's BWA Position: Q2 2025 in Review

Global Financial Private Client sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 27 shares — an estimated $774 sold.

Global Financial Private Client first reported a position in BWA in Q2 2023 and held it in 4 quarters. The position peaked at $2.9K in Q2 2023. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

  • Global Financial Private Client reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 27 BorgWarner shares in Q2 2025, an estimated $774.
  • Global Financial Private Client first reported a position in BorgWarner in Q2 2023 and held it in 4 quarters.
  • Global Financial Private Client's BorgWarner position peaked at $2.9K in Q2 2023.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.