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Jefferies Financial Group’s BorgWarner BWA Stock Holding History

Jefferies Financial Group’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
Q1 		$1.67M Sell
30,694
-2,478
-7% -$131K 0.01% 703
2025
Q4 		$1.49M Buy
33,172
+13,072
+65% +$573K 0.01% 922
2025
Q3 		$884K Buy
+20,100
New +$803K ﹤0.01% 910
2024
Q4 		– Sell
-6,745
Closed -$245K – 1610
2024
Q3 		$245K Sell
6,745
-1,674
-20% -$55.2K ﹤0.01% 1172
2024
Q2 		$271K Buy
+8,419
New +$292K ﹤0.01% 1137
2024
Q1 		– Sell
-7,329
Closed -$263K – 1638
2023
Q4 		$263K Sell
7,329
-6,938
-49% -$248K ﹤0.01% 1409
2023
Q3 		$576K Sell
14,267
-1,086
-7% -$46K 0.01% 1015
2023
Q2 		$661K Sell
15,353
-19,234
-56% -$791K 0.01% 1077
2023
Q1 		$1.5M Buy
34,587
+20,978
+154% +$869K 0.01% 752
2022
Q4 		$482K Buy
+13,609
New +$463K ﹤0.01% 1071

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jefferies Financial Group's BWA Position: Q1 2026 in Review

Jefferies Financial Group reduced its BorgWarner (BWA) stake by 7.5% in Q1 2026, selling an estimated $131K and leaving 30,694 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #703.

Jefferies Financial Group first reported a position in BWA in Q4 2022 and has held it in 10 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Jefferies Financial Group held 30,694 shares of BorgWarner worth $1.67M as of Q1 2026.
  • Jefferies Financial Group sold 2,478 BorgWarner shares in Q1 2026, an estimated $131K.
  • BorgWarner made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #703 holding.
  • Jefferies Financial Group first reported a position in BorgWarner in Q4 2022 and has held it in 10 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.