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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USA Financial Formulas's BWA Position: Q1 2026 in Review

USA Financial Formulas sold out of BorgWarner (BWA) in Q1 2026, closing a stake of 4,022 shares — an estimated $181K sold.

USA Financial Formulas first reported a position in BWA in Q2 2017 and held it in 9 quarters. The position peaked at $3.88M in Q3 2017. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

USA Financial Formulas reported no remaining BorgWarner position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 4,022 BorgWarner shares in Q1 2026, an estimated $181K.
USA Financial Formulas first reported a position in BorgWarner in Q2 2017 and held it in 9 quarters.
USA Financial Formulas's BorgWarner position peaked at $3.88M in Q3 2017.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.