Position in BWA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,519,197
+$675,433 QoQ
Shares Held
53,000
+1.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#241
of 815 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Merit Financial Group, LLC holds $22,046,682 across 17 Auto Parts names. BWA ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
75,286 | $6,933,083 | |
| 2 | BWA |
Borgwarner Inc
This page
|
53,000 | $3,519,197 | |
| 3 | AZO |
Autozone Inc
|
914 | $2,921,085 | |
| 4 | GPC |
Genuine Parts Co
|
15,539 | $1,833,287 | |
| 5 | ALSN |
Allison Transmission Holdings Inc
|
9,140 | $1,030,440 | |
| 6 | MOD |
Modine Manufacturing Co
|
3,382 | $903,060 | |
| 7 | GNTX |
Gentex Corp
|
33,278 | $840,933 | |
| 8 | APTV |
Aptiv PLC
|
12,217 | $749,876 |
All Filings in BWA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,519,197 | 53,000 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,843,764 | 52,410 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,279,132 | 50,580 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,951,557 | 44,394 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $858,628 | 25,646 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $305,265 | 10,655 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $578,514 | 18,198 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $495,757 | 13,661 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $627,841 | 19,474 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $735,376 | 21,168 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||