Grove Bank & Trust’s BorgWarner BWA Stock Holding History

Grove Bank & Trust’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	$67.3K	Buy	1,013 +990	+4,304%	+$62.7K	0.01%	398
2026 Q1	$1.25K	Buy	23 +10	+77%	+$527	﹤0.01%	803
2025 Q4	$586	Hold	13	–	–	﹤0.01%	834
2025 Q3	$571	Hold	13	–	–	﹤0.01%	816
2025 Q2	$435	Sell	13 -46	-78%	-$1.41K	﹤0.01%	840
2025 Q1	$1.69K	Hold	59	–	–	﹤0.01%	792
2024 Q4	$1.88K	Hold	59	–	–	﹤0.01%	693
2024 Q3	$2.14K	Hold	59	–	–	﹤0.01%	660
2024 Q2	$1.9K	Sell	59 -1,046	-95%	-$36.2K	﹤0.01%	546
2024 Q1	$38.4K	Hold	1,105	–	–	0.01%	393
2023 Q4	$39.6K	Buy	1,105 +59	+6%	+$2.11K	0.01%	379
2023 Q3	$42.2K	Sell	1,046 -142	-12%	-$6.01K	0.01%	385
2023 Q2	$51.2K	Hold	1,188	–	–	0.01%	365
2023 Q1	$51.4K	Hold	1,188	–	–	0.01%	367
2022 Q4	$42K	Buy	+1,188	New	+$40.4K	0.01%	387
2018 Q1	–	Sell	-233	Closed	-$10K	–	198
2017 Q4	$10K	Hold	233	–	–	﹤0.01%	439
2017 Q3	$10K	Hold	233	–	–	﹤0.01%	464
2017 Q2	$9K	Buy	233 +136	+140%	+$4.93K	0.01%	481
2017 Q1	$4K	Hold	97	–	–	﹤0.01%	443
2016 Q4	$3K	Buy	+97	New	+$3.13K	﹤0.01%	508
2016 Q1	–	Sell	-1,380	Closed	-$53K	–	275
2015 Q4	$53K	Buy	+1,380	New	+$51.8K	0.05%	166

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return