UMB Bank’s BorgWarner BWA Stock Holding History

UMB Bank’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	$108K	Buy	1,993 +284	+17%	+$15K	﹤0.01%	943
2025 Q4	$77K	Buy	1,709 +375	+28%	+$16.4K	﹤0.01%	1064
2025 Q3	$58.6K	Buy	1,334 +167	+14%	+$6.67K	﹤0.01%	1091
2025 Q2	$39.1K	Sell	1,167 -590	-34%	-$18.1K	﹤0.01%	1200
2025 Q1	$50.3K	Buy	1,757 +866	+97%	+$26.3K	﹤0.01%	1049
2024 Q4	$28.3K	Buy	891 +95	+12%	+$3.23K	﹤0.01%	1135
2024 Q3	$28.9K	Sell	796 -25	-3%	-$824	﹤0.01%	1068
2024 Q2	$26.5K	Sell	821 -51	-6%	-$1.77K	﹤0.01%	987
2024 Q1	$30.3K	Sell	872 -3,896	-82%	-$127K	﹤0.01%	953
2023 Q4	$171K	Sell	4,768 -184	-4%	-$6.57K	﹤0.01%	613
2023 Q3	$200K	Sell	4,952 -302	-6%	-$12.8K	﹤0.01%	567
2023 Q2	$226K	Hold	5,254	–	–	﹤0.01%	560
2023 Q1	$227K	Sell	5,254 -51	-1%	-$2.11K	﹤0.01%	551
2022 Q4	$188K	Buy	5,305 +125	+2%	+$4.25K	﹤0.01%	595
2022 Q3	$143K	Sell	5,180 -1,338	-21%	-$43.2K	﹤0.01%	655
2022 Q2	$192K	Buy	6,518 +20	+0.3%	+$659	﹤0.01%	634
2022 Q1	$223K	Hold	6,498	–	–	﹤0.01%	634
2021 Q4	$258K	Buy	+6,498	New	+$261K	﹤0.01%	611

Other funds holding BWA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 New York $761B 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