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 Q3	$2.02M	Buy	33,699 +1,890	+6%	+$122K	0.06%	263
2026 Q2	$2.11M	Sell	31,809 -2,540	-7%	-$161K	0.06%	230
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

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

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Krilogy Financial's BWA Position: Q3 2026 in Review

Krilogy Financial increased its BorgWarner (BWA) stake by 5.9% in Q3 2026, buying an estimated $122K and bringing the position to 33,699 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #263.

Krilogy Financial first reported a position in BWA in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.11M in Q2 2026. 143 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Krilogy Financial held 33,699 shares of BorgWarner worth $2.02M as of Q3 2026.
Krilogy Financial bought 1,890 BorgWarner shares in Q3 2026, an estimated $122K.
BorgWarner made up 0.06% of Krilogy Financial's portfolio in Q3 2026, its #263 holding.
Krilogy Financial first reported a position in BorgWarner in Q4 2015 and has held it in 10 quarters since.
Krilogy Financial's BorgWarner position peaked at $2.11M in Q2 2026.
143 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.