NBC Securities’s BorgWarner BWA Stock Holding History

NBC Securities’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 Q1	$14.9K	Hold	274	–	–	﹤0.01%	1806
2025 Q4	$12.4K	Buy	274 +10	+4%	+$438	﹤0.01%	1952
2025 Q3	$11.6K	Sell	264 -207	-44%	-$8.27K	﹤0.01%	1966
2025 Q2	$15K	Buy	471 +7	+2%	+$215	﹤0.01%	1817
2025 Q1	$13K	Buy	+464	New	+$14.1K	﹤0.01%	1633
2024 Q4	–	Sell	-834	Closed	-$30K	–	1364
2024 Q3	$30K	Sell	834 -4	-0.5%	-$132	﹤0.01%	1335
2024 Q2	$27K	Buy	838 +1	+0.1%	+$35	﹤0.01%	1339
2024 Q1	$29K	Sell	837 -139	-14%	-$4.55K	﹤0.01%	1308
2023 Q4	$34K	Sell	976 -298	-23%	-$10.6K	﹤0.01%	1243
2023 Q3	$51K	Buy	+1,274	New	+$54K	0.01%	1125

Other funds holding BWA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

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

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

LSV Asset Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

Victory Capital Management

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