LifePlan Financial’s BorgWarner BWA Stock Holding History

LifePlan 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 Q2	$358K	Sell	5,399 -907	-14%	-$57.5K	0.25%	76
2026 Q1	$342K	Sell	6,306 -874	-12%	-$46.1K	0.25%	72
2025 Q4	$324K	Sell	7,180 -5,458	-43%	-$239K	0.25%	75
2025 Q3	$556K	Sell	12,638 -11,414	-47%	-$456K	0.44%	64
2025 Q2	$805K	Sell	24,052 -10,616	-31%	-$325K	0.67%	44
2025 Q1	$993K	Sell	34,668 -7,895	-19%	-$239K	0.87%	34
2024 Q4	$1.35M	Buy	42,563 +145	+0.3%	+$4.94K	1.2%	23
2024 Q3	$1.54M	Buy	42,418 +4,821	+13%	+$159K	1.32%	22
2024 Q2	$1.21M	Buy	37,597 +3,027	+9%	+$105K	1.12%	24
2024 Q1	$1.2M	Buy	34,570 +3,383	+11%	+$111K	1.1%	27
2023 Q4	$1.12M	Buy	+31,187	New	+$1.11M	1.12%	28

Other funds holding BWA

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LifePlan Financial's BWA Position: Q2 2026 in Review

LifePlan Financial reduced its BorgWarner (BWA) stake by 14% in Q2 2026, selling an estimated $57.5K and leaving 5,399 shares worth $358K. The position accounts for 0.25% of the portfolio, ranked #76.

LifePlan Financial first reported a position in BWA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q3 2024. 373 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

LifePlan Financial held 5,399 shares of BorgWarner worth $358K as of Q2 2026.
LifePlan Financial sold 907 BorgWarner shares in Q2 2026, an estimated $57.5K.
BorgWarner made up 0.25% of LifePlan Financial's portfolio in Q2 2026, its #76 holding.
LifePlan Financial first reported a position in BorgWarner in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's BorgWarner position peaked at $1.54M in Q3 2024.
373 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.