Sowell Financial Services’s BorgWarner BWA Stock Holding History

Sowell Financial Services’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	$224K	Buy	+3,370	New	+$213K	0.01%	1011
2021 Q2	–	Sell	-5,802	Closed	-$267K	–	839
2021 Q1	$267K	Sell	5,802 -670	-10%	-$26.1K	0.01%	894
2020 Q4	$220K	Sell	6,472 -954	-13%	-$32.3K	0.01%	805
2020 Q3	$253K	Buy	7,426 +1,936	+35%	+$66.6K	0.01%	661
2020 Q2	$171K	Buy	5,490 +5,304	+2,852%	+$140K	0.01%	779
2020 Q1	$4K	Sell	186 -165	-47%	-$4.77K	﹤0.01%	1872
2019 Q4	$13K	Buy	351 +70	+25%	+$2.56K	﹤0.01%	1587
2019 Q3	$9K	Buy	+281	New	+$9.05K	﹤0.01%	1552

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sowell Financial Services's BWA Position: Q2 2026 in Review

Sowell Financial Services opened a new position in BorgWarner (BWA) in Q2 2026: 3,370 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in BWA as recently as Q1 2021.

Sowell Financial Services first reported a position in BWA in Q3 2019 and has held it in 8 quarters since. The position peaked at $267K in Q1 2021. 815 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Sowell Financial Services held 3,370 shares of BorgWarner worth $224K as of Q2 2026.
BorgWarner was a new Sowell Financial Services position in Q2 2026.
BorgWarner made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1011 holding.
Sowell Financial Services first reported a position in BorgWarner in Q3 2019 and has held it in 8 quarters since.
Sowell Financial Services's BorgWarner position peaked at $267K in Q1 2021.
815 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.