Johnson Financial Group Inc (Wisconsin)’s BorgWarner BWA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$285K	Sell	4,290 -23,072	-84%	-$1.46M	0.01%	284
2026 Q1	$1.48M	Sell	27,362 -2,310	-8%	-$122K	0.05%	138
2025 Q4	$1.34M	Buy	29,672 +3,926	+15%	+$172K	0.05%	143
2025 Q3	$1.13M	Sell	25,746 -283	-1%	-$11.3K	0.04%	171
2025 Q2	$871K	Sell	26,029 -13,301	-34%	-$408K	0.04%	165
2025 Q1	$1.13M	Sell	39,330 -665	-2%	-$20.2K	0.06%	144
2024 Q4	$1.28M	Sell	39,995 -1,048	-3%	-$35.7K	0.06%	132
2024 Q3	$1.49M	Buy	41,043 +1,502	+4%	+$49.5K	0.07%	132
2024 Q2	$1.27M	Buy	39,541 +26,753	+209%	+$926K	0.06%	130
2024 Q1	$444K	Buy	12,788 +2,193	+21%	+$71.7K	0.02%	204
2023 Q4	$380K	Sell	10,595 -4,414	-29%	-$158K	0.02%	219
2023 Q3	$606K	Sell	15,009 -1,010	-6%	-$42.8K	0.04%	156
2023 Q2	$690K	Buy	16,019 +2,474	+18%	+$102K	0.05%	153
2023 Q1	$586K	Buy	13,545 +1,740	+15%	+$72K	0.04%	169
2022 Q4	$418K	Buy	11,805 +647	+6%	+$22K	0.03%	180
2022 Q3	$367K	Buy	11,158 +1,075	+11%	+$34.7K	0.03%	191
2022 Q2	$296K	Sell	10,083 -111	-1%	-$3.66K	0.02%	210
2022 Q1	$349K	Hold	10,194	–	–	0.02%	215
2021 Q4	$404K	Sell	10,194 -315	-3%	-$12.7K	0.03%	208
2021 Q3	$400K	Sell	10,509 -69	-0.7%	-$2.74K	0.03%	199
2021 Q2	$452K	Buy	10,578 +698	+7%	+$30.7K	0.03%	195
2021 Q1	$403K	Buy	9,880 +391	+4%	+$15.2K	0.03%	200
2020 Q4	$323K	Buy	9,489 +523	+6%	+$17.7K	0.03%	181
2020 Q3	$306K	Buy	8,966 +6,151	+219%	+$211K	0.03%	168
2020 Q2	$87K	Sell	2,815 -15,834	-85%	-$417K	0.01%	223
2020 Q1	$399K	Buy	18,649 +9,623	+107%	+$278K	0.05%	146
2019 Q4	$345K	Buy	+9,026	New	+$331K	0.03%	165
2019 Q2	–	Sell	-660	Closed	-$22K	–	548
2019 Q1	$22K	Buy	+660	New	+$22.8K	﹤0.01%	380
2018 Q2	–	Sell	-16	Closed	-$1K	–	546
2018 Q1	$1K	Buy	+16	New	+$743	﹤0.01%	543
2016 Q4	–	Sell	-105	Closed	-$3K	–	669
2016 Q3	$3K	Hold	105	–	–	﹤0.01%	665
2016 Q2	$3K	Hold	105	–	–	﹤0.01%	718
2016 Q1	$4K	Sell	105 -115	-52%	-$3.41K	﹤0.01%	661
2015 Q4	$8K	Sell	220 -1,719	-89%	-$64.5K	﹤0.01%	647
2015 Q3	$71K	Buy	1,939 +37	+2%	+$1.54K	0.02%	407
2015 Q2	$95K	Buy	1,902 +15	+0.8%	+$800	0.02%	381
2015 Q1	$101K	Hold	1,887	–	–	0.02%	375
2014 Q4	$91K	Buy	1,887 +26	+1%	+$1.27K	0.02%	380
2014 Q3	$86K	Hold	1,861	–	–	0.02%	358
2014 Q2	$106K	Buy	1,861 +1,804	+3,165%	+$99.3K	0.03%	333
2014 Q1	$3K	Sell	57 -7	-11%	-$357	﹤0.01%	662
2013 Q4	$3K	Sell	64 -1,833	-97%	-$84.9K	﹤0.01%	648
2013 Q3	$85K	Hold	1,897	–	–	0.03%	328
2013 Q2	$72K	Buy	+1,897	New	+$66.7K	0.02%	371

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 $3.37T AUM 44.26% 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

Johnson Financial Group Inc (Wisconsin)'s BWA Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its BorgWarner (BWA) stake by 84% in Q2 2026, selling an estimated $1.46M and leaving 4,290 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #284.

Johnson Financial Group Inc (Wisconsin) first reported a position in BWA in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.49M in Q3 2024. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 4,290 shares of BorgWarner worth $285K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 23,072 BorgWarner shares in Q2 2026, an estimated $1.46M.
BorgWarner made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #284 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in BorgWarner in Q2 2013 and has held it in 43 quarters since.
Johnson Financial Group Inc (Wisconsin)'s BorgWarner position peaked at $1.49M in Q3 2024.
812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.