Jones Financial Companies
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Jones Financial Companies’s BorgWarner BWA Stock Holding History

Jones Financial Companies’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 		$57.2M Buy
839,428
+34,141
+4% +$2.16M 0.02% 372
2026
Q1 		$43.7M Buy
805,287
+791,025
+5,546% +$41.7M 0.02% 386
2025
Q4 		$643K Sell
14,262
-867
-6% -$38K ﹤0.01% 1406
2025
Q3 		$666K Sell
15,129
-9,501
-39% -$380K ﹤0.01% 1278
2025
Q2 		$828K Sell
24,630
-1,510
-6% -$46.3K ﹤0.01% 1080
2025
Q1 		$737K Buy
26,140
+1,164
+5% +$35.3K ﹤0.01% 979
2024
Q4 		$794K Buy
24,976
+9,799
+65% +$334K ﹤0.01% 818
2024
Q3 		$558K Buy
15,177
+8,387
+124% +$277K ﹤0.01% 786
2024
Q2 		$219K Buy
6,790
+6,789
+678,900% +$235K ﹤0.01% 807
2024
Q1 		$35 Sell
1
-1,750
-100% -$57.2K ﹤0.01% 1356
2023
Q4 		$62.8K Buy
1,751
+39
+2% +$1.39K ﹤0.01% 442
2023
Q3 		$69.1K Buy
+1,712
New +$72.5K ﹤0.01% 338
2023
Q1 		– Sell
-47
Closed -$2K – 602
2022
Q4 		$2K Buy
+47
New +$1.6K ﹤0.01% 596
2022
Q3 		– Sell
-43
Closed -$1K – 557
2022
Q2 		$1K Buy
+43
New +$1.42K ﹤0.01% 620
2021
Q4 		– Sell
-36
Closed -$1K – 751
2021
Q3 		$1K Sell
36
-112
-76% -$4.45K ﹤0.01% 632
2021
Q2 		$6K Hold
148
– – ﹤0.01% 532
2021
Q1 		$6K Buy
+148
New +$5.77K ﹤0.01% 592

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

Jones Financial Companies's BWA Position: Q2 2026 in Review

Jones Financial Companies increased its BorgWarner (BWA) stake by 4.2% in Q2 2026, buying an estimated $2.16M and bringing the position to 839,428 shares worth $57.2M. The position accounts for 0.02% of the portfolio, ranked #372.

Jones Financial Companies first reported a position in BWA in Q1 2021 and has held it in 17 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Jones Financial Companies held 839,428 shares of BorgWarner worth $57.2M as of Q2 2026.
  • Jones Financial Companies bought 34,141 BorgWarner shares in Q2 2026, an estimated $2.16M.
  • BorgWarner made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #372 holding.
  • Jones Financial Companies first reported a position in BorgWarner in Q1 2021 and has held it in 17 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.