USA Financial Formulas’s BorgWarner BWA Stock Holding History

USA Financial Formulas’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	$155K	Buy	+2,327	New	+$147K	0.03%	156
2026 Q1	–	Sell	-4,022	Closed	-$181K	–	454
2025 Q4	$181K	Sell	4,022 -13,336	-77%	-$584K	0.03%	143
2025 Q3	$763K	Buy	+17,358	New	+$694K	0.13%	61
2024 Q1	–	Sell	-39	Closed	-$1.4K	–	318
2023 Q4	$1.4K	Sell	39 -15,737	-100%	-$562K	﹤0.01%	314
2023 Q3	$637K	Sell	15,776 -5,146	-25%	-$218K	0.95%	30
2023 Q2	$901K	Sell	20,922 -919	-4%	-$37.8K	1.38%	20
2023 Q1	$944K	Buy	+21,841	New	+$904K	1.53%	21
2018 Q1	–	Sell	-74,396	Closed	-$3.35M	–	320
2017 Q4	$3.35M	Sell	74,396 -11,533	-13%	-$533K	0.8%	59
2017 Q3	$3.88M	Sell	85,929 -10,907	-11%	-$445K	0.92%	29
2017 Q2	$3.61M	Buy	+96,836	New	+$3.51M	0.87%	38

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

USA Financial Formulas's BWA Position: Q2 2026 in Review

USA Financial Formulas opened a new position in BorgWarner (BWA) in Q2 2026: 2,327 shares worth $155K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in BWA as recently as Q4 2025.

USA Financial Formulas first reported a position in BWA in Q2 2017 and has held it in 10 quarters since. The position peaked at $3.88M in Q3 2017. 816 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

USA Financial Formulas held 2,327 shares of BorgWarner worth $155K as of Q2 2026.
BorgWarner was a new USA Financial Formulas position in Q2 2026.
BorgWarner made up 0.03% of USA Financial Formulas's portfolio in Q2 2026, its #156 holding.
USA Financial Formulas first reported a position in BorgWarner in Q2 2017 and has held it in 10 quarters since.
USA Financial Formulas's BorgWarner position peaked at $3.88M in Q3 2017.
816 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.