Newbridge Financial Services Group’s BorgWarner BWA Stock Holding History

Newbridge Financial Services 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	$1.53K	Sell	23 -26,795	-100%	-$1.7M	﹤0.01%	1096
2026 Q1	$1.46M	Buy	26,818 +16,434	+158%	+$866K	0.24%	85
2025 Q4	$468K	Buy	10,384 +4,073	+65%	+$178K	0.07%	148
2025 Q3	$277K	Buy	+6,311	New	+$252K	0.04%	253
2023 Q3	–	Sell	-398	Closed	-$17.1K	–	1305
2023 Q2	$17.1K	Sell	398 -795	-67%	-$32.7K	0.01%	738
2023 Q1	$51.6K	Buy	+1,193	New	+$49.4K	0.03%	460
2021 Q3	–	Sell	-10	Closed	–	–	1408
2021 Q2	$0	Buy	+10	New	+$440	﹤0.01%	1439

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Newbridge Financial Services Group's BWA Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its BorgWarner (BWA) stake by 100% in Q2 2026, selling an estimated $1.7M and leaving 23 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Newbridge Financial Services Group first reported a position in BWA in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 811 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Newbridge Financial Services Group held 23 shares of BorgWarner worth $1.53K as of Q2 2026.
Newbridge Financial Services Group sold 26,795 BorgWarner shares in Q2 2026, an estimated $1.7M.
BorgWarner made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1096 holding.
Newbridge Financial Services Group first reported a position in BorgWarner in Q2 2021 and has held it in 7 quarters since.
Newbridge Financial Services Group's BorgWarner position peaked at $1.46M in Q1 2026.
811 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.