Golden State Wealth Management’s BorgWarner BWA Stock Holding History

Golden State Wealth Management’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	$15.4K	Buy	232 +1	+0.4%	+$63	﹤0.01%	1005
2026 Q1	$12.6K	Buy	231 +1	+0.4%	+$53	﹤0.01%	1041
2025 Q4	$10.4K	Hold	230	–	–	﹤0.01%	1095
2025 Q3	$10.1K	Hold	230	–	–	﹤0.01%	1103
2025 Q2	$7.7K	Hold	230	–	–	﹤0.01%	1140
2025 Q1	$6.59K	Hold	230	–	–	﹤0.01%	1106
2024 Q4	$7.31K	Buy	+230	New	+$7.83K	﹤0.01%	1032
2020 Q2	–	Sell	-284	Closed	-$6K	–	286
2020 Q1	$6K	Buy	+284	New	+$8.21K	﹤0.01%	701

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Golden State Wealth Management's BWA Position: Q2 2026 in Review

Golden State Wealth Management increased its BorgWarner (BWA) stake by 0.43% in Q2 2026, buying an estimated $63 and bringing the position to 232 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Golden State Wealth Management first reported a position in BWA in Q1 2020 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Golden State Wealth Management held 232 shares of BorgWarner worth $15.4K as of Q2 2026.
Golden State Wealth Management bought 1 BorgWarner share in Q2 2026, an estimated $63.
BorgWarner made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1005 holding.
Golden State Wealth Management first reported a position in BorgWarner in Q1 2020 and has held it in 8 quarters since.
811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.