Krilogy Financial’s BorgWarner BWA Stock Holding History

Krilogy 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 Q1	$1.83M	Buy	34,349 +285	+0.8%	+$15K	0.06%	234
2025 Q4	$1.63M	Buy	34,064 +1,442	+4%	+$63.2K	0.06%	245
2025 Q3	$1.46M	Buy	32,622 +18,687	+134%	+$747K	0.06%	246
2025 Q2	$467K	Buy	+13,935	New	+$427K	0.03%	221
2016 Q4	–	Sell	-454	Closed	-$14K	–	718
2016 Q3	$14K	Hold	454	–	–	﹤0.01%	478
2016 Q2	$12K	Hold	454	–	–	﹤0.01%	499
2016 Q1	$15K	Hold	454	–	–	0.01%	419
2015 Q4	$17K	Buy	+454	New	+$17K	0.02%	215

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Krilogy Financial's BWA Position: Q1 2026 in Review

Krilogy Financial increased its BorgWarner (BWA) stake by 0.84% in Q1 2026, buying an estimated $15K and bringing the position to 34,349 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #234.

Krilogy Financial first reported a position in BWA in Q4 2015 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Krilogy Financial held 34,349 shares of BorgWarner worth $1.83M as of Q1 2026.
Krilogy Financial bought 285 BorgWarner shares in Q1 2026, an estimated $15K.
BorgWarner made up 0.06% of Krilogy Financial's portfolio in Q1 2026, its #234 holding.
Krilogy Financial first reported a position in BorgWarner in Q4 2015 and has held it in 8 quarters since.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.