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Root Financial Partners’s BorgWarner BWA Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-1,557
Closed -$84.5K – 829
2026
Q1 		$84.5K Buy
1,557
+819
+111% +$43.2K ﹤0.01% 635
2025
Q4 		$33.3K Buy
738
+113
+18% +$4.95K ﹤0.01% 893
2025
Q3 		$27.5K Buy
+625
New +$25K ﹤0.01% 944

Other funds holding BWA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's BWA Position: Q2 2026 in Review

Root Financial Partners sold out of BorgWarner (BWA) in Q2 2026, closing a stake of 1,557 shares — an estimated $84.5K sold.

Root Financial Partners first reported a position in BWA in Q3 2025 and held it in 3 quarters. The position peaked at $84.5K in Q1 2026. 236 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Root Financial Partners reported no remaining BorgWarner position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,557 BorgWarner shares in Q2 2026, an estimated $84.5K.
  • Root Financial Partners first reported a position in BorgWarner in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's BorgWarner position peaked at $84.5K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.