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 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 $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

Legacy Financial Advisors's BWA Position: Q1 2026 in Review

Legacy Financial Advisors increased its BorgWarner (BWA) stake by 9.9% in Q1 2026, buying an estimated $23.5K and bringing the position to 4,931 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #346.

Legacy Financial Advisors first reported a position in BWA in Q2 2018 and has held it in 5 quarters since. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Legacy Financial Advisors held 4,931 shares of BorgWarner worth $268K as of Q1 2026.
Legacy Financial Advisors bought 445 BorgWarner shares in Q1 2026, an estimated $23.5K.
BorgWarner made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #346 holding.
Legacy Financial Advisors first reported a position in BorgWarner in Q2 2018 and has held it in 5 quarters since.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.