JNBA Financial Advisors’s BorgWarner BWA Stock Holding History

JNBA Financial 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	$2.13K	Hold	32	–	–	﹤0.01%	711
2026 Q1	$1.74K	Hold	32	–	–	﹤0.01%	749
2025 Q4	$1.44K	Buy	+32	New	+$1.4K	﹤0.01%	710
2022 Q4	–	Sell	-346	Closed	-$10K	–	670
2022 Q3	$10K	Hold	346	–	–	﹤0.01%	453
2022 Q2	$10K	Hold	346	–	–	﹤0.01%	483
2022 Q1	$12K	Hold	346	–	–	﹤0.01%	475
2021 Q4	$14K	Hold	346	–	–	﹤0.01%	474
2021 Q3	$13K	Hold	346	–	–	﹤0.01%	478
2021 Q2	$15K	Hold	346	–	–	﹤0.01%	437
2021 Q1	$14K	Hold	346	–	–	﹤0.01%	426
2020 Q4	$12K	Hold	346	–	–	﹤0.01%	421
2020 Q3	$12K	Hold	346	–	–	﹤0.01%	387
2020 Q2	$11K	Hold	346	–	–	﹤0.01%	391
2020 Q1	$7K	Hold	346	–	–	﹤0.01%	417
2019 Q4	$13K	Hold	346	–	–	﹤0.01%	400
2019 Q3	$11K	Hold	346	–	–	﹤0.01%	397
2019 Q2	$13K	Hold	346	–	–	﹤0.01%	402
2019 Q1	$12K	Hold	346	–	–	﹤0.01%	384
2018 Q4	$11K	Buy	+346	New	+$11.6K	﹤0.01%	368
2018 Q3	–	Sell	-346	Closed	-$13K	–	516
2018 Q2	$13K	Buy	+346	New	+$15.2K	﹤0.01%	369
2016 Q4	–	Sell	-1,753	Closed	-$54K	–	610
2016 Q3	$54K	Buy	+1,753	New	+$51.7K	0.01%	515

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JNBA Financial Advisors's BWA Position: Q2 2026 in Review

JNBA Financial Advisors held its BorgWarner (BWA) position steady in Q2 2026 at 32 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

JNBA Financial Advisors first reported a position in BWA in Q3 2016 and has held it in 21 quarters since. The position peaked at $54K in Q3 2016. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

JNBA Financial Advisors held 32 shares of BorgWarner worth $2.13K as of Q2 2026.
JNBA Financial Advisors left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #711 holding.
JNBA Financial Advisors first reported a position in BorgWarner in Q3 2016 and has held it in 21 quarters since.
JNBA Financial Advisors's BorgWarner position peaked at $54K in Q3 2016.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.