LGT Financial Advisors’s BorgWarner BWA Stock Holding History

LGT 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
2025 Q3	–	Sell	-5	Closed	-$167	–	420
2025 Q2	$167	Buy	+5	New	+$153	﹤0.01%	544

Other funds holding BWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LGT Financial Advisors's BWA Position: Q3 2025 in Review

LGT Financial Advisors sold out of BorgWarner (BWA) in Q3 2025, closing a stake of 5 shares — an estimated $167 sold.

LGT Financial Advisors first reported a position in BWA in Q2 2025 and held it in 1 quarter. The position peaked at $167 in Q2 2025. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

LGT Financial Advisors reported no remaining BorgWarner position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 5 BorgWarner shares in Q3 2025, an estimated $167.
LGT Financial Advisors first reported a position in BorgWarner in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's BorgWarner position peaked at $167 in Q2 2025.
641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.