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Principal Securities’s BorgWarner BWA Stock Holding History

Principal Securities’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 		$952K Buy
+14,335
New +$908K 0.01% 802
2025
Q4 		– Sell
-2,571
Closed -$113K – 1643
2025
Q3 		$113K Buy
2,571
+258
+11% +$10.3K ﹤0.01% 1542
2025
Q2 		$77.4K Buy
2,313
+374
+19% +$11.5K ﹤0.01% 1647
2025
Q1 		$61.6K Hold
1,939
– – ﹤0.01% 1667
2024
Q4 		$61.6K Buy
1,939
+720
+59% +$24.5K ﹤0.01% 1664
2024
Q3 		$44.2K Sell
1,219
-12
-1% -$396 ﹤0.01% 1748
2024
Q2 		$39.7K Buy
1,231
+249
+25% +$8.62K ﹤0.01% 1729
2024
Q1 		$34.1K Sell
982
-297
-23% -$9.71K ﹤0.01% 1735
2023
Q4 		$45.9K Buy
+1,279
New +$45.6K ﹤0.01% 1531

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Principal Securities's BWA Position: Q2 2026 in Review

Principal Securities opened a new position in BorgWarner (BWA) in Q2 2026: 14,335 shares worth $952K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Principal Securities previously reported a position in BWA as recently as Q3 2025.

Principal Securities first reported a position in BWA in Q4 2023 and has held it in 9 quarters since. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Principal Securities held 14,335 shares of BorgWarner worth $952K as of Q2 2026.
  • BorgWarner was a new Principal Securities position in Q2 2026.
  • BorgWarner made up 0.01% of Principal Securities's portfolio in Q2 2026, its #802 holding.
  • Principal Securities first reported a position in BorgWarner in Q4 2023 and has held it in 9 quarters since.
  • 816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.