Key Financial Inc’s BorgWarner BWA Stock Holding History

Key Financial Inc’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	$3.32K	Hold	50	–	–	﹤0.01%	1090
2026 Q1	$2.71K	Hold	50	–	–	﹤0.01%	1136
2025 Q4	$2.25K	Hold	50	–	–	﹤0.01%	1155
2025 Q3	$2.21K	Hold	50	–	–	﹤0.01%	1180
2025 Q2	$1.67K	Hold	50	–	–	﹤0.01%	1207
2025 Q1	$1.43K	Hold	50	–	–	﹤0.01%	1184
2024 Q4	$1.59K	Hold	50	–	–	﹤0.01%	1177
2024 Q3	$1.81K	Hold	50	–	–	﹤0.01%	1126
2024 Q2	$1.61K	Hold	50	–	–	﹤0.01%	1131
2024 Q1	$1.74K	Hold	50	–	–	﹤0.01%	1118
2023 Q4	$1.79K	Sell	50 -3	-6%	-$107	﹤0.01%	1113
2023 Q3	$2.14K	Sell	53 -7	-12%	-$297	﹤0.01%	1102
2023 Q2	$2.59K	Hold	60	–	–	﹤0.01%	1130
2023 Q1	$2.6K	Hold	60	–	–	﹤0.01%	919
2022 Q4	$1.66K	Hold	60	–	–	﹤0.01%	977
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	929
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	923
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	911
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	809
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	792
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	730
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	673
2020 Q4	$2K	Buy	+60	New	+$2.03K	﹤0.01%	636
2020 Q2	–	Sell	-57	Closed	-$1K	–	165
2020 Q1	$1K	Buy	+57	New	+$1.65K	﹤0.01%	628

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

Key Financial Inc's BWA Position: Q2 2026 in Review

Key Financial Inc held its BorgWarner (BWA) position steady in Q2 2026 at 50 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Key Financial Inc first reported a position in BWA in Q1 2020 and has held it in 24 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Key Financial Inc held 50 shares of BorgWarner worth $3.32K as of Q2 2026.
Key Financial Inc left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1090 holding.
Key Financial Inc first reported a position in BorgWarner in Q1 2020 and has held it in 24 quarters since.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.