Root Financial Partners
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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
Q3 		$112K Buy
+1,857
New +$120K ﹤0.01% 684
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

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William Blair Investment Management
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Swedbank
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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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's BWA Position: Q3 2026 in Review

Root Financial Partners opened a new position in BorgWarner (BWA) in Q3 2026: 1,857 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BWA as recently as Q1 2026.

Root Financial Partners first reported a position in BWA in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Root Financial Partners held 1,857 shares of BorgWarner worth $112K as of Q3 2026.
  • BorgWarner was a new Root Financial Partners position in Q3 2026.
  • BorgWarner made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #684 holding.
  • Root Financial Partners first reported a position in BorgWarner in Q3 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.