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 Q3	–	Sell	-12,725	Closed	-$821K	–	1367
2026 Q2	$845K	Sell	12,725 -17,969	-59%	-$1.14M	0.01%	1041
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Jefferies Financial Group's BWA Position: Q3 2026 in Review

Jefferies Financial Group sold out of BorgWarner (BWA) in Q3 2026, closing a stake of 12,725 shares — an estimated $821K sold.

Jefferies Financial Group first reported a position in BWA in Q4 2022 and held it in 11 quarters. The position peaked at $1.67M in Q1 2026. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Jefferies Financial Group reported no remaining BorgWarner position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 12,725 BorgWarner shares in Q3 2026, an estimated $821K.
Jefferies Financial Group first reported a position in BorgWarner in Q4 2022 and held it in 11 quarters.
Jefferies Financial Group's BorgWarner position peaked at $1.67M in Q1 2026.
641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.