Legacy Financial Advisors’s BorgWarner BWA Stock Holding History

Legacy Financial Advisors’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	$317K	Sell	4,777 -154	-3%	-$9.76K	0.04%	337
2026 Q1	$268K	Buy	4,931 +445	+10%	+$23.5K	0.04%	346
2025 Q4	$202K	Buy	+4,486	New	+$196K	0.03%	383
2019 Q2	–	Sell	-35	Closed	-$1K	–	231
2019 Q1	$1K	Buy	+35	New	+$1.21K	﹤0.01%	951
2018 Q4	–	Sell	-140	Closed	-$5K	–	985
2018 Q3	$5K	Buy	140 +49	+54%	+$1.93K	﹤0.01%	677
2018 Q2	$4K	Buy	+91	New	+$4.01K	﹤0.01%	727

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

Legacy Financial Advisors's BWA Position: Q2 2026 in Review

Legacy Financial Advisors reduced its BorgWarner (BWA) stake by 3.1% in Q2 2026, selling an estimated $9.76K and leaving 4,777 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #337.

Legacy Financial Advisors first reported a position in BWA in Q2 2018 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Legacy Financial Advisors held 4,777 shares of BorgWarner worth $317K as of Q2 2026.
Legacy Financial Advisors sold 154 BorgWarner shares in Q2 2026, an estimated $9.76K.
BorgWarner made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #337 holding.
Legacy Financial Advisors first reported a position in BorgWarner in Q2 2018 and has held it in 6 quarters since.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.