Klein Pavlis & Peasley Financial’s BorgWarner BWA Stock Holding History

Klein Pavlis & Peasley 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	$1.32M	Buy	+22,012	New	+$1.42M	0.67%	49

Other funds holding BWA

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

AWA

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

KAM

Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Klein Pavlis & Peasley Financial's BWA Position: Q3 2026 in Review

Klein Pavlis & Peasley Financial opened a new position in BorgWarner (BWA) in Q3 2026: 22,012 shares worth $1.32M. The stake represents 0.67% of the portfolio and ranks #49 among its holdings.

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

Klein Pavlis & Peasley Financial held 22,012 shares of BorgWarner worth $1.32M as of Q3 2026.
BorgWarner was a new Klein Pavlis & Peasley Financial position in Q3 2026.
BorgWarner made up 0.67% of Klein Pavlis & Peasley Financial's portfolio in Q3 2026, its #49 holding.
55 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q3 2026, filed 13 Oct 2026.