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Twin Peaks Wealth Advisors’s BorgWarner BWA Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$31.1K Buy
+574
New +$30.3K 0.01% 556
2025
Q3 		– Sell
-969
Closed -$38.9K – 448
2025
Q2 		$38.9K Buy
+969
New +$29.7K 0.01% 398

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Twin Peaks Wealth Advisors's BWA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in BorgWarner (BWA) in Q1 2026: 574 shares worth $31.1K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BWA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BWA in Q2 2025 and has held it in 2 quarters since. The position peaked at $38.9K in Q2 2025. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 574 shares of BorgWarner worth $31.1K as of Q1 2026.
  • BorgWarner was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • BorgWarner made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #556 holding.
  • Twin Peaks Wealth Advisors first reported a position in BorgWarner in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's BorgWarner position peaked at $38.9K in Q2 2025.
  • 710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.