RFG Advisory
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RFG Advisory’s BorgWarner BWA Stock Holding History

RFG Advisory’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 		$499K Buy
+8,305
New +$536K 0.01% 846

Other funds holding BWA

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
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
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

RFG Advisory's BWA Position: Q3 2026 in Review

RFG Advisory opened a new position in BorgWarner (BWA) in Q3 2026: 8,305 shares worth $499K. The stake represents 0.01% of the portfolio and ranks #846 among its holdings.

295 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • RFG Advisory held 8,305 shares of BorgWarner worth $499K as of Q3 2026.
  • BorgWarner was a new RFG Advisory position in Q3 2026.
  • BorgWarner made up 0.01% of RFG Advisory's portfolio in Q3 2026, its #846 holding.
  • 295 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.