Pinnacle Wealth Planning Services’s BorgWarner BWA Stock Holding History

Pinnacle Wealth Planning Services’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	$353K	Buy	5,318 +235	+5%	+$14.9K	0.03%	312
2026 Q1	$276K	Buy	5,083 +2,142	+73%	+$113K	0.03%	364
2025 Q4	$133K	Sell	2,941 -3,828	-57%	-$168K	0.01%	639
2025 Q3	$298K	Buy	+6,769	New	+$271K	0.03%	319
2023 Q3	–	Sell	-6,038	Closed	-$260K	–	456
2023 Q2	$260K	Buy	6,038 +56	+0.9%	+$2.3K	0.04%	295
2023 Q1	$259K	Buy	+5,982	New	+$248K	0.04%	303
2021 Q1	–	Sell	-332	Closed	-$11K	–	581
2020 Q4	$11K	Buy	+332	New	+$11.3K	﹤0.01%	1345

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's BWA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BorgWarner (BWA) stake by 4.6% in Q2 2026, buying an estimated $14.9K and bringing the position to 5,318 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #312.

Pinnacle Wealth Planning Services first reported a position in BWA in Q4 2020 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Pinnacle Wealth Planning Services held 5,318 shares of BorgWarner worth $353K as of Q2 2026.
Pinnacle Wealth Planning Services bought 235 BorgWarner shares in Q2 2026, an estimated $14.9K.
BorgWarner made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #312 holding.
Pinnacle Wealth Planning Services first reported a position in BorgWarner in Q4 2020 and has held it in 7 quarters since.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.