Peapack-Gladstone Financial Corp’s BorgWarner BWA Stock Holding History

Peapack-Gladstone Financial Corp’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	$3.42M	Buy	63,094 +1,571	+3%	+$82.8K	0.04%	279
2025 Q4	$2.77M	Buy	61,523 +6,217	+11%	+$272K	0.03%	308
2025 Q3	$2.43M	Buy	55,306 +6,822	+14%	+$273K	0.03%	321
2025 Q2	$1.62M	Sell	48,484 -3,886	-7%	-$119K	0.02%	350
2025 Q1	$1.5M	Sell	52,370 -12,083	-19%	-$367K	0.02%	361
2024 Q4	$2.05M	Sell	64,453 -42,883	-40%	-$1.46M	0.03%	321
2024 Q3	$3.9M	Buy	107,336 +2,067	+2%	+$68.1K	0.06%	251
2024 Q2	$3.39M	Buy	105,269 +10,655	+11%	+$369K	0.05%	261
2024 Q1	$3.29M	Buy	94,614 +11,890	+14%	+$389K	0.05%	264
2023 Q4	$2.97M	Sell	82,724 -831	-1%	-$29.7K	0.05%	262
2023 Q3	$3.37M	Buy	+83,555	New	+$3.54M	0.06%	240

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

Peapack-Gladstone Financial Corp's BWA Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its BorgWarner (BWA) stake by 2.6% in Q1 2026, buying an estimated $82.8K and bringing the position to 63,094 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #279.

Peapack-Gladstone Financial Corp first reported a position in BWA in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q3 2024. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Peapack-Gladstone Financial Corp held 63,094 shares of BorgWarner worth $3.42M as of Q1 2026.
Peapack-Gladstone Financial Corp bought 1,571 BorgWarner shares in Q1 2026, an estimated $82.8K.
BorgWarner made up 0.04% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #279 holding.
Peapack-Gladstone Financial Corp first reported a position in BorgWarner in Q3 2023 and has held it in 11 quarters since.
Peapack-Gladstone Financial Corp's BorgWarner position peaked at $3.9M in Q3 2024.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.