RBA Wealth Management
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RBA Wealth Management’s BorgWarner BWA Stock Holding History

RBA Wealth Management’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 		$5.1M Buy
84,781
+3,387
+4% +$218K 1.61% 25
2026
Q2 		$5.4M Buy
+81,394
New +$5.16M 1.98% 23

Other funds holding BWA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 26.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

RBA Wealth Management's BWA Position: Q3 2026 in Review

RBA Wealth Management increased its BorgWarner (BWA) stake by 4.2% in Q3 2026, buying an estimated $218K and bringing the position to 84,781 shares worth $5.1M. The position accounts for 1.61% of the portfolio, ranked #25.

RBA Wealth Management first reported a position in BWA in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.4M in Q2 2026. 359 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • RBA Wealth Management held 84,781 shares of BorgWarner worth $5.1M as of Q3 2026.
  • RBA Wealth Management bought 3,387 BorgWarner shares in Q3 2026, an estimated $218K.
  • BorgWarner made up 1.61% of RBA Wealth Management's portfolio in Q3 2026, its #25 holding.
  • RBA Wealth Management first reported a position in BorgWarner in Q2 2026 and has held it in 2 quarters since.
  • RBA Wealth Management's BorgWarner position peaked at $5.4M in Q2 2026.
  • 359 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.