Perigon Wealth Management
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Perigon Wealth Management’s BorgWarner BWA Stock Holding History

Perigon Wealth Management’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
Q3 		$522K Buy
8,684
+611
+8% +$39.4K 0.01% 887
2026
Q2 		$536K Sell
8,073
-220
-3% -$13.9K 0.01% 860
2026
Q1 		$450K Sell
8,293
-1,859
-18% -$98K 0.01% 852
2025
Q4 		$457K Sell
10,152
-376
-4% -$16.5K 0.01% 841
2025
Q3 		$463K Buy
+10,528
New +$421K 0.01% 771
2022
Q1 		– Sell
-13,281
Closed -$527K – 612
2021
Q4 		$527K Buy
+13,281
New +$533K 0.04% 334
2021
Q1 		– Sell
-1,643
Closed -$56K – 567
2020
Q4 		$56K Buy
+1,643
New +$55.7K 0.01% 710
2018
Q3 		– Sell
-7,734
Closed -$294K – 242
2018
Q2 		$294K Buy
7,734
+7,527
+3,636% +$332K 0.09% 186
2018
Q1 		$9K Buy
207
+55
+36% +$2.56K ﹤0.01% 517
2017
Q4 		$7K Sell
152
-5,245
-97% -$243K ﹤0.01% 514
2017
Q3 		$243K Buy
5,397
+1,745
+48% +$71.2K 0.08% 186
2017
Q2 		$136K Sell
3,652
-6,183
-63% -$224K 0.03% 273
2017
Q1 		$362K Buy
9,835
+681
+7% +$24.8K 0.08% 203
2016
Q4 		$346K Buy
+9,154
New +$295K 0.08% 204

Other funds holding BWA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Arbor Wealth Advisors
Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return

Perigon Wealth Management's BWA Position: Q3 2026 in Review

Perigon Wealth Management increased its BorgWarner (BWA) stake by 7.6% in Q3 2026, buying an estimated $39.4K and bringing the position to 8,684 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #887.

Perigon Wealth Management first reported a position in BWA in Q4 2016 and has held it in 14 quarters since. The position peaked at $536K in Q2 2026. 169 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Perigon Wealth Management held 8,684 shares of BorgWarner worth $522K as of Q3 2026.
  • Perigon Wealth Management bought 611 BorgWarner shares in Q3 2026, an estimated $39.4K.
  • BorgWarner made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #887 holding.
  • Perigon Wealth Management first reported a position in BorgWarner in Q4 2016 and has held it in 14 quarters since.
  • Perigon Wealth Management's BorgWarner position peaked at $536K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.