Pallas Capital Advisors’s BorgWarner BWA Stock Holding History

Pallas Capital Advisors’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	$1.21M	Sell	22,340 -5,401	-19%	-$285K	0.05%	290
2025 Q4	$1.25M	Buy	27,741 +1,846	+7%	+$80.9K	0.04%	309
2025 Q3	$1.14M	Buy	25,895 +8,973	+53%	+$359K	0.04%	315
2025 Q2	$567K	Buy	+16,922	New	+$519K	0.02%	465
2024 Q4	–	Sell	-7,938	Closed	-$266K	–	589
2024 Q3	$266K	Buy	+7,938	New	+$262K	0.01%	502

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Pallas Capital Advisors's BWA Position: Q1 2026 in Review

Pallas Capital Advisors reduced its BorgWarner (BWA) stake by 19% in Q1 2026, selling an estimated $285K and leaving 22,340 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #290.

Pallas Capital Advisors first reported a position in BWA in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2025. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Pallas Capital Advisors held 22,340 shares of BorgWarner worth $1.21M as of Q1 2026.
Pallas Capital Advisors sold 5,401 BorgWarner shares in Q1 2026, an estimated $285K.
BorgWarner made up 0.05% of Pallas Capital Advisors's portfolio in Q1 2026, its #290 holding.
Pallas Capital Advisors first reported a position in BorgWarner in Q3 2024 and has held it in 5 quarters since.
Pallas Capital Advisors's BorgWarner position peaked at $1.25M in Q4 2025.
711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.