Position in BWA
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$818,579
+$147,383 QoQ
Shares Held
12,328
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#411
of 815 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Optimize Financial Inc holds $3,209,999 across 5 Auto Parts names. BWA ranks #1 (25.5% of the industry book) .
All Filings in BWA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,579 | 12,328 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $671,196 | 12,370 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||