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Optimize Financial’s BorgWarner BWA Stock Holding History

Optimize Financial’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 		$671K Buy
+12,370
New +$652K 0.33% 42

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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
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
Goldman Sachs New York $871B 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

Optimize Financial's BWA Position: Q1 2026 in Review

Optimize Financial opened a new position in BorgWarner (BWA) in Q1 2026: 12,370 shares worth $671K. The stake represents 0.33% of the portfolio and ranks #42 among its holdings.

710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Optimize Financial held 12,370 shares of BorgWarner worth $671K as of Q1 2026.
  • BorgWarner was a new Optimize Financial position in Q1 2026.
  • BorgWarner made up 0.33% of Optimize Financial's portfolio in Q1 2026, its #42 holding.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.