CHICAGO TRUST Co NA BWA — BORGWARNER INC

Ownership history in CHICAGO TRUST Co NA  ·  40 quarters on record

AI Ownership Summary

CHICAGO TRUST Co NA reported BORGWARNER INC (BWA) in 40 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows BWA at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHICAGO TRUST Co NA's position in BORGWARNER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BWA was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWA stock page CHICAGO TRUST Co NA fund profile CHICAGO TRUST Co NA full holdings
How CHICAGO TRUST Co NA held BWA — position size vs. price
% of Fund (quarterly)    BWA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 53,693 -2,599 -4.6% 0.47% $2.9M 2026-04-24 $56.29
2025 Q4 REDUCED — — — 56,292 -28 -0.0% 0.40% $2.5M 2026-02-17 $62.33
2025 Q3 ADDED — — — 56,320 +1,694 +3.1% 0.34% $2.5M 2025-10-10 $40.93
2025 Q2 ADDED — — — 54,626 +3,245 +6.3% 0.26% $1.8M 2025-07-14 $35.28
2025 Q1 ADDED — — — 51,381 +10,716 +26.4% 0.26% $1.5M 2025-04-14 $26.07
2024 Q4 REDUCED 12.7% -9.5% ✅ 40,665 -5,938 -12.7% 0.23% $1.3M 2025-01-13 $31.03
2024 Q3 ADDED — — — 46,603 +1,632 +3.6% 0.29% $1.7M 2024-10-10 $34.16
2024 Q2 REDUCED — — — 44,971 -1,746 -3.7% 0.29% $1.4M 2024-07-11 $32.34
2024 Q1 REDUCED 5.9% -9.1% ✅ 46,717 -2,934 -5.9% 0.34% $1.6M 2024-04-12 $32.59
2023 Q4 REDUCED 14.2% -1.9% ✅ 49,651 -8,212 -14.2% 0.40% $1.8M 2024-01-16 $32.10
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWA

As of 2026 Q1 — sorted by position size

Kopion Asset Management, LLC 3Y 5.11% Drum Hill Capital, LLC 4.98% Barnes Dennig Private Wealth Management LLC 4.62% Arbor Wealth Advisors LLC 4.14% Ethos Capital Management, Inc. 1.73% Clean Yield Group 3Y 7Y 1.14% Parkside Investments, LLC 3Y 7Y 0.79% Kendall Capital Management 3Y 7Y 0.63% Twelve Points Wealth Management LLC 3Y 0.55% WINCAP FINANCIAL LLC 0.55%

FAQ About CHICAGO TRUST Co NA and BWA

These are the practical questions this page is built to answer before you even open the full history table.

How long has CHICAGO TRUST Co NA reported owning BWA?

CHICAGO TRUST Co NA reported BWA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWA position in CHICAGO TRUST Co NA's portfolio?

The largest reported portfolio weight for BWA was 0.47% in 2026 Q1.

What is the latest reported BWA position on this page?

The most recent filing on this page is 2026 Q1, when CHICAGO TRUST Co NA reported 53,693 shares, equal to 0.47% of portfolio, with an estimated market value of $2.9M.

What does the chart on this BWA ownership page compare?

The chart compares CHICAGO TRUST Co NA's quarterly BWA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CHICAGO TRUST Co NA time their BWA position?

Based on 13F filing dates vs. subsequent BWA price moves, CHICAGO TRUST Co NA correctly timed 25 out of 39 reported position changes (64%).

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