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PAX Financial Group’s BorgWarner BWA Stock Holding History

PAX 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
Q1 		$518K Sell
9,540
-1,218
-11% -$64.2K 0.09% 119
2025
Q4 		$485K Sell
10,758
-2,048
-16% -$89.7K 0.08% 126
2025
Q3 		$563K Sell
12,806
-1,776
-12% -$71K 0.1% 130
2025
Q2 		$488K Sell
14,582
-6,031
-29% -$185K 0.09% 148
2025
Q1 		$591K Buy
20,613
+1,116
+6% +$33.9K 0.1% 152
2024
Q4 		$620K Buy
19,497
+1,608
+9% +$54.7K 0.11% 148
2024
Q3 		$649K Sell
17,889
-671
-4% -$22.1K 0.12% 150
2024
Q2 		$598K Sell
18,560
-573
-3% -$19.8K 0.12% 152
2024
Q1 		$665K Sell
19,133
-2,203
-10% -$72.1K 0.13% 149
2023
Q4 		$672K Sell
21,336
-242
-1% -$8.64K 0.14% 143
2023
Q3 		$871K Sell
21,578
-2,663
-11% -$113K 0.2% 85
2023
Q2 		$1.04M Sell
24,241
-274
-1% -$11.3K 0.24% 67
2023
Q1 		$1.06M Sell
24,515
-10,795
-31% -$447K 0.25% 61
2022
Q4 		$1.25M Buy
35,310
+8,286
+31% +$282K 0.32% 56
2022
Q3 		$747K Buy
27,024
+1,504
+6% +$48.5K 0.19% 86
2022
Q2 		$750K Buy
25,520
+656
+3% +$21.6K 0.19% 83
2022
Q1 		$851K Buy
24,864
+3,063
+14% +$114K 0.2% 88
2021
Q4 		$865K Buy
21,801
+2,688
+14% +$108K 0.19% 84
2021
Q3 		$727K Buy
19,113
+2,425
+15% +$96.4K 0.18% 97
2021
Q2 		$713K Buy
16,688
+5,810
+53% +$256K 0.18% 92
2021
Q1 		$444K Buy
+10,878
New +$424K 0.13% 116

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

PAX Financial Group's BWA Position: Q1 2026 in Review

PAX Financial Group reduced its BorgWarner (BWA) stake by 11% in Q1 2026, selling an estimated $64.2K and leaving 9,540 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #119.

PAX Financial Group first reported a position in BWA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2022. 711 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • PAX Financial Group held 9,540 shares of BorgWarner worth $518K as of Q1 2026.
  • PAX Financial Group sold 1,218 BorgWarner shares in Q1 2026, an estimated $64.2K.
  • BorgWarner made up 0.09% of PAX Financial Group's portfolio in Q1 2026, its #119 holding.
  • PAX Financial Group first reported a position in BorgWarner in Q1 2021 and has held it in 21 quarters since.
  • PAX Financial Group's BorgWarner position peaked at $1.25M in Q4 2022.
  • 711 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.