UB
BWA icon

Umpqua Bank’s BorgWarner BWA Stock Holding History

Umpqua 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
Q2 		$458K Buy
6,902
+102
+2% +$6.46K 0.1% 127
2026
Q1 		$369K Buy
6,800
+33
+0.5% +$1.74K 0.11% 125
2025
Q4 		$305K Sell
6,767
-153
-2% -$6.7K 0.08% 136
2025
Q3 		$292K Buy
6,920
+132
+2% +$5.28K 0.08% 136
2025
Q2 		$239K Buy
+6,788
New +$208K 0.07% 156

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Umpqua Bank's BWA Position: Q2 2026 in Review

Umpqua Bank increased its BorgWarner (BWA) stake by 1.5% in Q2 2026, buying an estimated $6.46K and bringing the position to 6,902 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #127.

Umpqua Bank first reported a position in BWA in Q2 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

  • Umpqua Bank held 6,902 shares of BorgWarner worth $458K as of Q2 2026.
  • Umpqua Bank bought 102 BorgWarner shares in Q2 2026, an estimated $6.46K.
  • BorgWarner made up 0.1% of Umpqua Bank's portfolio in Q2 2026, its #127 holding.
  • Umpqua Bank first reported a position in BorgWarner in Q2 2025 and has held it in 5 quarters since.
  • 808 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.