James T. Borello RIA
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James T. Borello RIA’s BorgWarner BWA Stock Holding History

James T. Borello RIA’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
Q3 		$721 Buy
12
+1
+9% +$65 ﹤0.01% 1016
2026
Q2 		$730 Buy
11
+5
+83% +$317 ﹤0.01% 1037
2026
Q1 		$326 Buy
6
+3
+100% +$158 ﹤0.01% 1075
2025
Q4 		$135 Hold
3
– – ﹤0.01% 1060
2025
Q3 		$132 Buy
+3
New +$120 ﹤0.01% 948

Other funds holding BWA

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Arbor Wealth Advisors
Arbor Wealth Advisors Troy, Michigan $161M AUM 16.28% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

James T. Borello RIA's BWA Position: Q3 2026 in Review

James T. Borello RIA increased its BorgWarner (BWA) stake by 9.1% in Q3 2026, buying an estimated $65 and bringing the position to 12 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

James T. Borello RIA first reported a position in BWA in Q3 2025 and has held it in 5 quarters since. The position peaked at $730 in Q2 2026. 155 funds tracked by Wall St. Rank hold BWA as of Q3 2026.

  • James T. Borello RIA held 12 shares of BorgWarner worth $721 as of Q3 2026.
  • James T. Borello RIA bought 1 BorgWarner share in Q3 2026, an estimated $65.
  • BorgWarner made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1016 holding.
  • James T. Borello RIA first reported a position in BorgWarner in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's BorgWarner position peaked at $730 in Q2 2026.
  • 155 funds tracked by Wall St. Rank held BorgWarner as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.