BWA — BORGWARNER INC

Ownership history in LifePlan Financial, LLC  ·  10 quarters on record

AI Ownership Summary

LifePlan Financial, LLC reported BORGWARNER INC (BWA) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.32% in 2024 Q3. The latest visible filing shows BWA at 0.25% 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.

What this BWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifePlan Financial, LLC'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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2024 Q3

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 LifePlan Financial, LLC fund profile LifePlan Financial, LLC full holdings
How LifePlan Financial, LLC held BWA — position size vs. price
% of Fund (quarterly)    BWA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,306 -874 -12.2% 0.25% $342K 2026-04-14 $53.69
2025 Q4 REDUCED 7,180 -5,458 -43.2% 0.25% $324K 2026-01-20 $46.40
2025 Q3 REDUCED 12,638 -11,414 -47.5% 0.44% $556K 2025-11-13 $45.09
2025 Q2 REDUCED 24,052 -10,616 -30.6% 0.67% $805K 2025-07-09 $34.99
2025 Q1 REDUCED 34,668 -7,895 -18.5% 0.87% $993K 2025-04-25 $27.87
2024 Q4 ADDED 42,563 +145 +0.3% 1.20% $1.4M 2025-01-17 $31.72
2024 Q3 ADDED 42,418 +4,821 +12.8% 1.32% $1.5M 2024-10-04 $34.40
2024 Q2 ADDED 37,597 +3,027 +8.8% 1.12% $1.2M 2024-07-30 $31.67
2024 Q1 ADDED 34,570 +3,383 +10.8% 1.10% $1.2M 2024-04-30 $31.88
2023 Q4 INITIATED 31,187 — — 1.12% $1.1M 2024-01-30 $33.37

🏢 Other funds also holding BWA

As of 2026 Q1 — sorted by position size

Kopion Asset Management, LLC 3Y 5.11% Ethos Capital Management, Inc. 1.73% Clean Yield Group 3Y 7Y 1.14% Parkside Investments, LLC 3Y 7Y 0.79% Twelve Points Wealth Management LLC 3Y 0.55% WINCAP FINANCIAL LLC 0.55% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.21% Alpha Omega Wealth Management LLC 3Y 7Y 0.15% Central Pacific Bank - Trust Division 0.06% CULLEN INVESTMENT GROUP, LTD. 0.04%

FAQ About LifePlan Financial, LLC and BWA

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

How long has LifePlan Financial, LLC reported owning BWA?

LifePlan Financial, LLC reported BWA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWA position in LifePlan Financial, LLC's portfolio?

The largest reported portfolio weight for BWA was 1.32% in 2024 Q3.

What is the latest reported BWA position on this page?

The most recent filing on this page is 2026 Q1, when LifePlan Financial, LLC reported 6,306 shares, equal to 0.25% of portfolio, with an estimated market value of $342K.

What does the chart on this BWA ownership page compare?

The chart compares LifePlan Financial, LLC'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.

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