JFG
BWA icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Jefferies Financial Group's BWA Position: Q2 2026 in Review

Jefferies Financial Group reduced its BorgWarner (BWA) stake by 59% in Q2 2026, selling an estimated $1.14M and leaving 12,725 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #1041.

Jefferies Financial Group first reported a position in BWA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2026. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Jefferies Financial Group held 12,725 shares of BorgWarner worth $845K as of Q2 2026.
  • Jefferies Financial Group sold 17,969 BorgWarner shares in Q2 2026, an estimated $1.14M.
  • BorgWarner made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1041 holding.
  • Jefferies Financial Group first reported a position in BorgWarner in Q4 2022 and has held it in 11 quarters since.
  • Jefferies Financial Group's BorgWarner position peaked at $1.67M in Q1 2026.
  • 817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.