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Pinnacle Wealth Management Advisory Group’s BorgWarner BWA Stock Holding History

Pinnacle Wealth Management Advisory 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 		$283K Sell
5,217
-9
-0.2% -$474 0.02% 427
2025
Q4 		$235K Buy
+5,226
New +$229K 0.02% 468

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

Pinnacle Wealth Management Advisory Group's BWA Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its BorgWarner (BWA) stake by 0.17% in Q1 2026, selling an estimated $474 and leaving 5,217 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #427.

Pinnacle Wealth Management Advisory Group first reported a position in BWA in Q4 2025 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 5,217 shares of BorgWarner worth $283K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 9 BorgWarner shares in Q1 2026, an estimated $474.
  • BorgWarner made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #427 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in BorgWarner in Q4 2025 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.