GoalVest Advisory’s BorgWarner BWA Stock Holding History

GoalVest Advisory’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	$5.53K	Buy	+92	New	+$5.93K	﹤0.01%	545
2025 Q2	–	Sell	-7	Closed	-$201	–	379
2025 Q1	$201	Buy	+7	New	+$212	﹤0.01%	450
2022 Q2	–	Sell	-5	Closed	–	–	331
2022 Q1	$0	Buy	+5	New	+$187	﹤0.01%	385

Other funds holding BWA

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GoalVest Advisory's BWA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in BorgWarner (BWA) in Q3 2026: 92 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BWA as recently as Q1 2025.

GoalVest Advisory first reported a position in BWA in Q1 2022 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

GoalVest Advisory held 92 shares of BorgWarner worth $5.53K as of Q3 2026.
BorgWarner was a new GoalVest Advisory position in Q3 2026.
BorgWarner made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #545 holding.
GoalVest Advisory first reported a position in BorgWarner in Q1 2022 and has held it in 3 quarters since.
18 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.