R Squared’s BorgWarner BWA Stock Holding History

R Squared’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
2025 Q4	–	Sell	-5,312	Closed	-$234K	–	549
2025 Q3	$234K	Buy	+5,312	New	+$212K	0.1%	334

Other funds holding BWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

R Squared's BWA Position: Q4 2025 in Review

R Squared sold out of BorgWarner (BWA) in Q4 2025, closing a stake of 5,312 shares — an estimated $234K sold.

R Squared first reported a position in BWA in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 671 funds tracked by Wall St. Rank hold BWA as of Q4 2025.

R Squared reported no remaining BorgWarner position as of Q4 2025 after selling out during the quarter.
R Squared sold 5,312 BorgWarner shares in Q4 2025, an estimated $234K.
R Squared first reported a position in BorgWarner in Q3 2025 and held it in 1 quarter.
R Squared's BorgWarner position peaked at $234K in Q3 2025.
671 funds tracked by Wall St. Rank held BorgWarner as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.