Whittier Trust’s BorgWarner BWA Stock Holding History

Whittier Trust’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	$79.2K	Hold	1,201	–	–	﹤0.01%	794
2026 Q1	$63.7K	Hold	1,201	–	–	﹤0.01%	800
2025 Q4	$57.5K	Hold	1,201	–	–	﹤0.01%	839
2025 Q3	$53.7K	Sell	1,201 -307	-20%	-$12.3K	﹤0.01%	836
2025 Q2	$50.5K	Hold	1,508	–	–	﹤0.01%	938
2025 Q1	$43.2K	Hold	1,508	–	–	﹤0.01%	958
2024 Q4	$47.9K	Hold	1,508	–	–	﹤0.01%	947
2024 Q3	$54.7K	Hold	1,508	–	–	﹤0.01%	907
2024 Q2	$48.6K	Sell	1,508 -902	-37%	-$31.2K	﹤0.01%	916
2024 Q1	$83.7K	Sell	2,410 -239	-9%	-$7.82K	﹤0.01%	823
2023 Q4	$94.9K	Sell	2,649 -2,955	-53%	-$105K	﹤0.01%	776
2023 Q3	$226K	Sell	5,604 -996	-15%	-$42.2K	﹤0.01%	606
2023 Q2	$284K	Buy	6,600 +176	+3%	+$7.24K	﹤0.01%	563
2023 Q1	$278K	Buy	6,424 +4,669	+266%	+$193K	0.01%	589
2022 Q4	$62.2K	Hold	1,755	–	–	﹤0.01%	922
2022 Q3	$48K	Hold	1,755	–	–	﹤0.01%	973
2022 Q2	$52K	Sell	1,755 -1,652	-48%	-$54.4K	﹤0.01%	948
2022 Q1	$117K	Buy	3,407 +1,051	+45%	+$39.3K	﹤0.01%	787
2021 Q4	$93K	Hold	2,356	–	–	﹤0.01%	838
2021 Q3	$90K	Sell	2,356 -155	-6%	-$6.16K	﹤0.01%	806
2021 Q2	$107K	Buy	2,511 +597	+31%	+$26.3K	﹤0.01%	785
2021 Q1	$78K	Sell	1,914 -1,914	-50%	-$74.6K	﹤0.01%	828
2020 Q4	$130K	Buy	3,828 +1,972	+106%	+$66.9K	﹤0.01%	665
2020 Q3	$63K	Sell	1,856 -63	-3%	-$2.17K	﹤0.01%	788
2020 Q2	$60K	Hold	1,919	–	–	﹤0.01%	762
2020 Q1	$41K	Buy	1,919 +63	+3%	+$1.82K	﹤0.01%	852
2019 Q4	$71K	Hold	1,856	–	–	﹤0.01%	766
2019 Q3	$60K	Hold	1,856	–	–	﹤0.01%	797
2019 Q2	$69K	Hold	1,856	–	–	﹤0.01%	729
2019 Q1	$63K	Hold	1,856	–	–	﹤0.01%	742
2018 Q4	$57K	Hold	1,856	–	–	﹤0.01%	750
2018 Q3	$70K	Hold	1,856	–	–	﹤0.01%	705
2018 Q2	$71K	Sell	1,856 -215	-10%	-$9.48K	﹤0.01%	693
2018 Q1	$92K	Hold	2,071	–	–	﹤0.01%	654
2017 Q4	$93K	Hold	2,071	–	–	﹤0.01%	631
2017 Q3	$93K	Sell	2,071 -1,524	-42%	-$62.2K	﹤0.01%	623
2017 Q2	$134K	Hold	3,595	–	–	0.01%	533
2017 Q1	$132K	Buy	3,595 +214	+6%	+$7.8K	0.01%	536
2016 Q4	$117K	Hold	3,381	–	–	0.01%	556
2016 Q3	$105K	Hold	3,381	–	–	﹤0.01%	564
2016 Q2	$88K	Hold	3,381	–	–	﹤0.01%	615
2016 Q1	$114K	Sell	3,381 -1,882	-36%	-$55.8K	0.01%	559
2015 Q4	$200K	Buy	5,263 +1,882	+56%	+$70.6K	0.01%	461
2015 Q3	$124K	Sell	3,381 -570	-14%	-$23.7K	0.01%	529
2015 Q2	$198K	Hold	3,951	–	–	0.01%	476
2015 Q1	$210K	Hold	3,951	–	–	0.01%	457
2014 Q4	$191K	Hold	3,951	–	–	0.01%	448
2014 Q3	$183K	Hold	3,951	–	–	0.01%	445
2014 Q2	$227K	Hold	3,951	–	–	0.01%	415
2014 Q1	$214K	Hold	3,951	–	–	0.01%	433
2013 Q4	$194K	Hold	3,951	–	–	0.01%	436
2013 Q3	$176K	Sell	3,951 -1,163	-23%	-$48.9K	0.01%	452
2013 Q2	$194K	Buy	+5,114	New	+$180K	0.01%	432

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

Whittier Trust's BWA Position: Q2 2026 in Review

Whittier Trust held its BorgWarner (BWA) position steady in Q2 2026 at 1,201 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Whittier Trust first reported a position in BWA in Q2 2013 and has held it in 53 quarters since. The position peaked at $284K in Q2 2023. 812 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Whittier Trust held 1,201 shares of BorgWarner worth $79.2K as of Q2 2026.
Whittier Trust left its BorgWarner share count unchanged in Q2 2026.
BorgWarner made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #794 holding.
Whittier Trust first reported a position in BorgWarner in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's BorgWarner position peaked at $284K in Q2 2023.
812 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.