JSF Financial’s BorgWarner BWA Stock Holding History

JSF Financial’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 Q3	$1.4M	Buy	+23,260	New	+$1.5M	0.21%	59

Other funds holding BWA

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

JSF Financial's BWA Position: Q3 2026 in Review

JSF Financial opened a new position in BorgWarner (BWA) in Q3 2026: 23,260 shares worth $1.4M. The stake represents 0.21% of the portfolio and ranks #59 among its holdings.

137 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

JSF Financial held 23,260 shares of BorgWarner worth $1.4M as of Q3 2026.
BorgWarner was a new JSF Financial position in Q3 2026.
BorgWarner made up 0.21% of JSF Financial's portfolio in Q3 2026, its #59 holding.
137 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on JSF Financial's 13F filing for Q3 2026, filed 22 Oct 2026.