KIM
BWA icon

Kestra Investment Management’s BorgWarner BWA Stock Holding History

Kestra Investment Management’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 		$3.41M Sell
51,285
-5,844
-10% -$370K 0.07% 99
2026
Q1 		$3.1M Buy
+57,129
New +$3.01M 0.05% 94

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

Kestra Investment Management's BWA Position: Q2 2026 in Review

Kestra Investment Management reduced its BorgWarner (BWA) stake by 10% in Q2 2026, selling an estimated $370K and leaving 51,285 shares worth $3.41M. The position accounts for 0.07% of the portfolio, ranked #99.

Kestra Investment Management first reported a position in BWA in Q1 2026 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Kestra Investment Management held 51,285 shares of BorgWarner worth $3.41M as of Q2 2026.
  • Kestra Investment Management sold 5,844 BorgWarner shares in Q2 2026, an estimated $370K.
  • BorgWarner made up 0.07% of Kestra Investment Management's portfolio in Q2 2026, its #99 holding.
  • Kestra Investment Management first reported a position in BorgWarner in Q1 2026 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.