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Merit Financial Group’s BorgWarner BWA Stock Holding History

Merit Financial 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
Q2 		$3.52M Buy
53,000
+590
+1% +$37.4K 0.02% 531
2026
Q1 		$2.84M Buy
52,410
+1,830
+4% +$96.5K 0.02% 550
2025
Q4 		$2.28M Buy
50,580
+6,186
+14% +$271K 0.02% 597
2025
Q3 		$1.95M Buy
44,394
+18,748
+73% +$749K 0.02% 582
2025
Q2 		$859K Buy
25,646
+14,991
+141% +$460K 0.01% 861
2025
Q1 		$305K Sell
10,655
-7,543
-41% -$229K ﹤0.01% 1117
2024
Q4 		$579K Buy
18,198
+4,537
+33% +$154K 0.01% 674
2024
Q3 		$496K Sell
13,661
-5,813
-30% -$192K 0.01% 556
2024
Q2 		$628K Sell
19,474
-1,694
-8% -$58.7K 0.01% 528
2024
Q1 		$771K Buy
+21,168
New +$692K 0.02% 467

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

Merit Financial Group's BWA Position: Q2 2026 in Review

Merit Financial Group increased its BorgWarner (BWA) stake by 1.1% in Q2 2026, buying an estimated $37.4K and bringing the position to 53,000 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #531.

Merit Financial Group first reported a position in BWA in Q1 2024 and has held it in 10 quarters since. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Merit Financial Group held 53,000 shares of BorgWarner worth $3.52M as of Q2 2026.
  • Merit Financial Group bought 590 BorgWarner shares in Q2 2026, an estimated $37.4K.
  • BorgWarner made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #531 holding.
  • Merit Financial Group first reported a position in BorgWarner in Q1 2024 and has held it in 10 quarters since.
  • 811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.