JWA
BWA icon

JFS Wealth Advisors’s BorgWarner BWA Stock Holding History

JFS Wealth Advisors’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 		$104K Buy
1,563
+16
+1% +$1.01K 0.01% 425
2026
Q1 		$83.9K Buy
1,547
+26
+2% +$1.37K ﹤0.01% 429
2025
Q4 		$68.5K Buy
1,521
+76
+5% +$3.33K ﹤0.01% 464
2025
Q3 		$63.5K Buy
1,445
+4
+0.3% +$160 ﹤0.01% 471
2025
Q2 		$48.2K Buy
1,441
+83
+6% +$2.54K ﹤0.01% 469
2025
Q1 		$38.9K Sell
1,358
-54
-4% -$1.64K ﹤0.01% 523
2024
Q4 		$44.9K Buy
1,412
+18
+1% +$613 ﹤0.01% 482
2024
Q3 		$50.6K Buy
1,394
+8
+0.6% +$264 ﹤0.01% 466
2024
Q2 		$44.7K Buy
1,386
+4
+0.3% +$139 ﹤0.01% 437
2024
Q1 		$48K Sell
1,382
-32
-2% -$1.05K ﹤0.01% 431
2023
Q4 		$50.7K Buy
1,414
+4
+0.3% +$143 ﹤0.01% 402
2023
Q3 		$56.9K Sell
1,410
-187
-12% -$7.92K 0.01% 357
2023
Q2 		$68.8K Sell
1,597
-1
-0.1% -$41 0.01% 327
2023
Q1 		$69.1K Buy
1,598
+4
+0.3% +$166 0.01% 325
2022
Q4 		$56.5K Buy
1,594
+2
+0.1% +$68 0.01% 350
2022
Q3 		$44K Buy
1,592
+86
+6% +$2.77K ﹤0.01% 399
2022
Q2 		$44K Buy
1,506
+33
+2% +$1.09K ﹤0.01% 416
2022
Q1 		$50K Buy
1,473
+56
+4% +$2.09K ﹤0.01% 429
2021
Q4 		$56K Buy
1,417
+71
+5% +$2.85K 0.01% 401
2021
Q3 		$51K Buy
+1,346
New +$53.5K 0.01% 410
2016
Q3 		– Sell
-4,998
Closed -$130K – 484
2016
Q2 		$130K Buy
+4,998
New +$151K 0.04% 193

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's BWA Position: Q2 2026 in Review

JFS Wealth Advisors increased its BorgWarner (BWA) stake by 1% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,563 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #425.

JFS Wealth Advisors first reported a position in BWA in Q2 2016 and has held it in 21 quarters since. The position peaked at $130K in Q2 2016. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • JFS Wealth Advisors held 1,563 shares of BorgWarner worth $104K as of Q2 2026.
  • JFS Wealth Advisors bought 16 BorgWarner shares in Q2 2026, an estimated $1.01K.
  • BorgWarner made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #425 holding.
  • JFS Wealth Advisors first reported a position in BorgWarner in Q2 2016 and has held it in 21 quarters since.
  • JFS Wealth Advisors's BorgWarner position peaked at $130K in Q2 2016.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.