Peak Financial Advisors’s BorgWarner BWA Stock Holding History

Peak Financial 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 Q2	$2.48M	Buy	+37,405	New	+$2.37M	1.03%	31

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Arbor Wealth Advisors Troy, Michigan $164M AUM 27.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Peak Financial Advisors's BWA Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in BorgWarner (BWA) in Q2 2026: 37,405 shares worth $2.48M. The stake represents 1.03% of the portfolio and ranks #31 among its holdings.

112 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Peak Financial Advisors held 37,405 shares of BorgWarner worth $2.48M as of Q2 2026.
BorgWarner was a new Peak Financial Advisors position in Q2 2026.
BorgWarner made up 1.03% of Peak Financial Advisors's portfolio in Q2 2026, its #31 holding.
112 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.