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Meramec Financial Planners’s BorgWarner BWA Stock Holding History

Meramec Financial Planners’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 		$1.27K Hold
20
– – ﹤0.01% 458
2026
Q1 		$1.11K Hold
20
– – ﹤0.01% 463
2025
Q4 		$1.04K Buy
+20
New +$876 ﹤0.01% 470

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Meramec Financial Planners's BWA Position: Q2 2026 in Review

Meramec Financial Planners held its BorgWarner (BWA) position steady in Q2 2026 at 20 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Meramec Financial Planners first reported a position in BWA in Q4 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Meramec Financial Planners held 20 shares of BorgWarner worth $1.27K as of Q2 2026.
  • Meramec Financial Planners left its BorgWarner share count unchanged in Q2 2026.
  • BorgWarner made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #458 holding.
  • Meramec Financial Planners first reported a position in BorgWarner in Q4 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.