Rossby Financial
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Rossby Financial’s BorgWarner BWA Stock Holding History

Rossby Financial’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 		$16.4K Buy
272
+121
+80% +$7.8K ﹤0.01% 1321
2026
Q2 		$10K Buy
151
+58
+62% +$3.67K ﹤0.01% 1174
2026
Q1 		$5.08K Buy
93
+17
+22% +$896 ﹤0.01% 1491
2025
Q4 		$3.42K Buy
76
+59
+347% +$2.58K ﹤0.01% 1221
2025
Q3 		$752 Buy
+17
New +$679 ﹤0.01% 1322

Other funds holding BWA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 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 26.91% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Rossby Financial's BWA Position: Q3 2026 in Review

Rossby Financial increased its BorgWarner (BWA) stake by 80% in Q3 2026, buying an estimated $7.8K and bringing the position to 272 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Rossby Financial first reported a position in BWA in Q3 2025 and has held it in 5 quarters since. 418 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • Rossby Financial held 272 shares of BorgWarner worth $16.4K as of Q3 2026.
  • Rossby Financial bought 121 BorgWarner shares in Q3 2026, an estimated $7.8K.
  • BorgWarner made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1321 holding.
  • Rossby Financial first reported a position in BorgWarner in Q3 2025 and has held it in 5 quarters since.
  • 418 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.