LBP AM’s BorgWarner BWA Stock Holding History

LBP AM’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	$659K	Buy	+10,971	New	+$708K	0.01%	444
2025 Q1	–	Sell	-315,920	Closed	-$10M	–	366
2024 Q4	$10M	Buy	315,920 +217,694	+222%	+$7.41M	0.14%	137
2024 Q3	$3.56M	Sell	98,226 -7,760	-7%	-$256K	0.05%	209
2024 Q2	$3.42M	Sell	105,986 -46,907	-31%	-$1.62M	0.14%	131
2024 Q1	$5.31M	Buy	+152,893	New	+$5M	0.21%	114
2023 Q4	–	Sell	-37,657	Closed	-$1.52M	–	434
2023 Q3	$1.52M	Buy	37,657 +1,641	+5%	+$69.5K	0.03%	316
2023 Q2	$1.55M	Sell	36,016 -27,653	-43%	-$1.14M	0.04%	283
2023 Q1	$2.75M	Sell	63,669 -2,748	-4%	-$114K	0.07%	237
2022 Q4	$2.35M	Buy	+66,417	New	+$2.26M	0.07%	254

Other funds holding BWA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LBP AM's BWA Position: Q3 2026 in Review

LBP AM opened a new position in BorgWarner (BWA) in Q3 2026: 10,971 shares worth $659K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: LBP AM previously reported a position in BWA as recently as Q4 2024.

LBP AM first reported a position in BWA in Q4 2022 and has held it in 9 quarters since. The position peaked at $10M in Q4 2024. 383 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

LBP AM held 10,971 shares of BorgWarner worth $659K as of Q3 2026.
BorgWarner was a new LBP AM position in Q3 2026.
BorgWarner made up 0.01% of LBP AM's portfolio in Q3 2026, its #444 holding.
LBP AM first reported a position in BorgWarner in Q4 2022 and has held it in 9 quarters since.
LBP AM's BorgWarner position peaked at $10M in Q4 2024.
383 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on LBP AM's 13F filing for Q3 2026, filed 6 Nov 2026.