Mather Group’s BorgWarner BWA Stock Holding History

Mather Group’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	$63.2K	Buy	1,052 +130	+14%	+$8.38K	﹤0.01%	1088
2026 Q2	$61.2K	Hold	922	–	–	﹤0.01%	1056
2026 Q1	$50K	Buy	+922	New	+$48.6K	﹤0.01%	1056
2025 Q4	–	Sell	-922	Closed	-$40.5K	–	786
2025 Q3	$40.5K	Buy	+922	New	+$36.8K	﹤0.01%	951
2025 Q2	–	Sell	-836	Closed	-$24K	–	766
2025 Q1	$24K	Sell	836 -204	-20%	-$6.19K	﹤0.01%	1052
2024 Q4	$33.1K	Buy	1,040 +216	+26%	+$7.35K	﹤0.01%	959
2024 Q3	$29.9K	Sell	824 -61	-7%	-$2.01K	﹤0.01%	974
2024 Q2	$30.7K	Sell	885 -352	-28%	-$12.2K	﹤0.01%	1146
2024 Q1	$44.3K	Buy	+1,237	New	+$40.5K	﹤0.01%	894

Other funds holding BWA

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mather Group's BWA Position: Q3 2026 in Review

Mather Group increased its BorgWarner (BWA) stake by 14% in Q3 2026, buying an estimated $8.38K and bringing the position to 1,052 shares worth $63.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Mather Group first reported a position in BWA in Q1 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Mather Group held 1,052 shares of BorgWarner worth $63.2K as of Q3 2026.
Mather Group bought 130 BorgWarner shares in Q3 2026, an estimated $8.38K.
BorgWarner made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1088 holding.
Mather Group first reported a position in BorgWarner in Q1 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.