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Kestra Advisory Services’s BorgWarner BWA Stock Holding History

Kestra Advisory Services’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
Q1 		$515K Buy
9,487
+1,139
+14% +$60K ﹤0.01% 2196
2025
Q4 		$376K Sell
8,348
-1,915
-19% -$83.9K ﹤0.01% 2360
2025
Q3 		$451K Sell
10,263
-4,271
-29% -$171K ﹤0.01% 2134
2025
Q2 		$487K Sell
14,534
-1,030
-7% -$31.6K ﹤0.01% 1977
2025
Q1 		$446K Buy
15,564
+529
+4% +$16K ﹤0.01% 1884
2024
Q4 		$478K Sell
15,035
-1,327
-8% -$45.2K ﹤0.01% 1904
2024
Q3 		$594K Buy
16,362
+6,617
+68% +$218K ﹤0.01% 1655
2024
Q2 		$314K Sell
9,745
-1,478
-13% -$51.2K ﹤0.01% 2091
2024
Q1 		$390K Sell
11,223
-2,563
-19% -$83.8K ﹤0.01% 1825
2023
Q4 		$494K Sell
13,786
-556
-4% -$19.8K ﹤0.01% 1535
2023
Q3 		$579K Sell
14,342
-2,229
-13% -$94.4K 0.01% 1281
2023
Q2 		$713K Sell
16,571
-4,534
-21% -$186K 0.01% 1137
2023
Q1 		$912K Sell
21,105
-11,914
-36% -$493K 0.01% 987
2022
Q4 		$1.17M Buy
33,019
+7,637
+30% +$260K 0.01% 988
2022
Q3 		$702K Buy
25,382
+1,743
+7% +$56.2K 0.01% 1132
2022
Q2 		$694K Buy
23,639
+4,299
+22% +$142K 0.01% 1143
2022
Q1 		$662K Buy
19,340
+3,183
+20% +$119K 0.01% 1130
2021
Q4 		$641K Sell
16,157
-116
-0.7% -$4.66K 0.01% 1184
2021
Q3 		$619K Sell
16,273
-1,062
-6% -$42.2K 0.01% 1273
2021
Q2 		$741K Buy
17,335
+4,738
+38% +$209K 0.01% 1084
2021
Q1 		$514K Buy
12,597
+4,147
+49% +$162K 0.01% 1182
2020
Q4 		$292K Buy
8,450
+8,336
+7,312% +$283K ﹤0.01% 1482
2020
Q3 		$235K Buy
+114
New +$3.92K ﹤0.01% 1216

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kestra Advisory Services's BWA Position: Q1 2026 in Review

Kestra Advisory Services increased its BorgWarner (BWA) stake by 14% in Q1 2026, buying an estimated $60K and bringing the position to 9,487 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Kestra Advisory Services first reported a position in BWA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2022. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Kestra Advisory Services held 9,487 shares of BorgWarner worth $515K as of Q1 2026.
  • Kestra Advisory Services bought 1,139 BorgWarner shares in Q1 2026, an estimated $60K.
  • BorgWarner made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2196 holding.
  • Kestra Advisory Services first reported a position in BorgWarner in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's BorgWarner position peaked at $1.17M in Q4 2022.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.