Y-Intercept (HK)’s BorgWarner BWA Stock Holding History

Y-Intercept (HK)’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	$1.78M	Buy	+26,855	New	+$1.7M	0.04%	768
2026 Q1	–	Sell	-257,754	Closed	-$11.6M	–	1580
2025 Q4	$11.6M	Buy	+257,754	New	+$11.3M	0.26%	54
2025 Q2	–	Sell	-34,814	Closed	-$997K	–	1650
2025 Q1	$997K	Buy	+34,814	New	+$1.06M	0.07%	409
2024 Q3	–	Sell	-115,451	Closed	-$3.72M	–	1338
2024 Q2	$3.72M	Buy	+115,451	New	+$4M	0.2%	97
2022 Q4	–	Sell	-21,907	Closed	-$606K	–	1021
2022 Q3	$606K	Buy	21,907 +4,591	+27%	+$148K	0.06%	463
2022 Q2	$509K	Buy	+17,316	New	+$570K	0.07%	420
2022 Q1	–	Sell	-6,751	Closed	-$268K	–	735
2021 Q4	$268K	Buy	+6,751	New	+$271K	0.06%	428
2021 Q3	–	Sell	-17,394	Closed	-$743K	–	661
2021 Q2	$743K	Buy	17,394 +7,723	+80%	+$340K	0.19%	163
2021 Q1	$396K	Buy	9,671 +411	+4%	+$16K	0.11%	308
2020 Q4	$319K	Buy	+9,260	New	+$314K	0.13%	290

Other funds holding BWA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Y-Intercept (HK)'s BWA Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in BorgWarner (BWA) in Q2 2026: 26,855 shares worth $1.78M. The stake represents 0.04% of the portfolio and ranks #768 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in BWA as recently as Q4 2025.

Y-Intercept (HK) first reported a position in BWA in Q4 2020 and has held it in 10 quarters since. The position peaked at $11.6M in Q4 2025. 171 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Y-Intercept (HK) held 26,855 shares of BorgWarner worth $1.78M as of Q2 2026.
BorgWarner was a new Y-Intercept (HK) position in Q2 2026.
BorgWarner made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #768 holding.
Y-Intercept (HK) first reported a position in BorgWarner in Q4 2020 and has held it in 10 quarters since.
Y-Intercept (HK)'s BorgWarner position peaked at $11.6M in Q4 2025.
171 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.