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 Q3	$217K	Buy	3,618 +248	+7%	+$16K	0.01%	1040
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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Sowell Financial Services's BWA Position: Q3 2026 in Review

Sowell Financial Services increased its BorgWarner (BWA) stake by 7.4% in Q3 2026, buying an estimated $16K and bringing the position to 3,618 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1040.

Sowell Financial Services first reported a position in BWA in Q3 2019 and has held it in 9 quarters since. The position peaked at $267K in Q1 2021. 190 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

Sowell Financial Services held 3,618 shares of BorgWarner worth $217K as of Q3 2026.
Sowell Financial Services bought 248 BorgWarner shares in Q3 2026, an estimated $16K.
BorgWarner made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1040 holding.
Sowell Financial Services first reported a position in BorgWarner in Q3 2019 and has held it in 9 quarters since.
Sowell Financial Services's BorgWarner position peaked at $267K in Q1 2021.
190 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.