Private Wealth Management Group’s BorgWarner BWA Stock Holding History

Private Wealth Management 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 Q3	$17.9K	Buy	298 +114	+62%	+$7.35K	﹤0.01%	446
2026 Q2	$12.2K	Hold	184	–	–	﹤0.01%	526
2026 Q1	$10K	Hold	184	–	–	﹤0.01%	519
2025 Q4	$8.29K	Hold	184	–	–	﹤0.01%	578
2025 Q3	$8.09K	Hold	184	–	–	﹤0.01%	593
2025 Q2	$6.16K	Buy	184 +133	+261%	+$4.08K	﹤0.01%	667
2025 Q1	$1.46K	Sell	51 -187	-79%	-$5.67K	﹤0.01%	1166
2024 Q4	$7.57K	Sell	238 -1	-0.4%	-$34	﹤0.01%	582
2024 Q3	$8.67K	Buy	239 +10	+4%	+$330	﹤0.01%	498
2024 Q2	$7.38K	Buy	229 +182	+387%	+$6.3K	﹤0.01%	549
2024 Q1	$1.63K	Buy	47 +1	+2%	+$33	﹤0.01%	1065
2023 Q4	$1.65K	Buy	+46	New	+$1.64K	﹤0.01%	1063

Other funds holding BWA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Wealth Management Group's BWA Position: Q3 2026 in Review

Private Wealth Management Group increased its BorgWarner (BWA) stake by 62% in Q3 2026, buying an estimated $7.35K and bringing the position to 298 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Private Wealth Management Group first reported a position in BWA in Q4 2023 and has held it in 12 quarters since. 460 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Private Wealth Management Group held 298 shares of BorgWarner worth $17.9K as of Q3 2026.
Private Wealth Management Group bought 114 BorgWarner shares in Q3 2026, an estimated $7.35K.
BorgWarner made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #446 holding.
Private Wealth Management Group first reported a position in BorgWarner in Q4 2023 and has held it in 12 quarters since.
460 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.