Prudent Man Advisors
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Prudent Man Advisors’s BorgWarner BWA Stock Holding History

Prudent Man Advisors’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 		$794K Sell
13,201
-372
-3% -$24K 0.19% 92
2026
Q2 		$901K Buy
13,573
+1,368
+11% +$86.7K 0.21% 89
2026
Q1 		$662K Buy
12,205
+4,146
+51% +$219K 0.2% 95
2025
Q4 		$363K Sell
8,059
-57
-0.7% -$2.5K 0.13% 111
2025
Q3 		$357K Sell
8,116
-5,091
-39% -$203K 0.13% 111
2025
Q2 		$442K Sell
13,207
-469
-3% -$14.4K 0.14% 128
2025
Q1 		$392K Buy
13,676
+214
+2% +$6.49K 0.14% 129
2024
Q4 		$428K Sell
13,462
-2,506
-16% -$85.3K 0.16% 122
2024
Q3 		$579K Buy
15,968
+4,220
+36% +$139K 0.19% 118
2024
Q2 		$379K Buy
11,748
+264
+2% +$9.14K 0.13% 127
2024
Q1 		$399K Sell
11,484
-1,140
-9% -$37.3K 0.15% 123
2023
Q4 		$453K Sell
12,624
-756
-6% -$27K 0.17% 124
2023
Q3 		$540K Buy
+13,380
New +$567K 0.21% 108

Other funds holding BWA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Prudent Man Advisors's BWA Position: Q3 2026 in Review

Prudent Man Advisors reduced its BorgWarner (BWA) stake by 2.7% in Q3 2026, selling an estimated $24K and leaving 13,201 shares worth $794K. The position accounts for 0.19% of the portfolio, ranked #92.

Prudent Man Advisors first reported a position in BWA in Q3 2023 and has held it in 13 quarters since. The position peaked at $901K in Q2 2026. 383 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Prudent Man Advisors held 13,201 shares of BorgWarner worth $794K as of Q3 2026.
  • Prudent Man Advisors sold 372 BorgWarner shares in Q3 2026, an estimated $24K.
  • BorgWarner made up 0.19% of Prudent Man Advisors's portfolio in Q3 2026, its #92 holding.
  • Prudent Man Advisors first reported a position in BorgWarner in Q3 2023 and has held it in 13 quarters since.
  • Prudent Man Advisors's BorgWarner position peaked at $901K in Q2 2026.
  • 383 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.