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 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 $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

Pinnacle Wealth Planning Services's BWA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its BorgWarner (BWA) stake by 73% in Q1 2026, buying an estimated $113K and bringing the position to 5,083 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #364.

Pinnacle Wealth Planning Services first reported a position in BWA in Q4 2020 and has held it in 6 quarters since. The position peaked at $298K in Q3 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Pinnacle Wealth Planning Services held 5,083 shares of BorgWarner worth $276K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2,142 BorgWarner shares in Q1 2026, an estimated $113K.
BorgWarner made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #364 holding.
Pinnacle Wealth Planning Services first reported a position in BorgWarner in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's BorgWarner position peaked at $298K in Q3 2025.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.