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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

BWA holding history

Borgwarner Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BWA overviewAll 13F holders of BWAFull Q2 2026 holdings

Shares (Q2 2026)
3,406
Value
$226.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BWA by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,406$226.2K<0.1%+3,406NewHolders
Q1 20260$00.0%−36,221−100.0%Sold outHolders
Q4 202536,221$1.63M<0.1%−5,135−12.4%ReducedHolders
Q3 202541,356$1.82M<0.1%−4,670−10.1%ReducedHolders
Q2 202546,026$1.54M<0.1%−24,980−35.2%ReducedHolders
Q1 202571,006$2.03M<0.1%−1,112,542−94.0%ReducedHolders
Q4 20241,183,548$37.6M0.6%−34,951−2.9%ReducedHolders
Q3 20241,218,499$44.2M0.7%−35,128−2.8%ReducedHolders
Q2 20241,253,627$40.4M0.6%−27,594−2.2%ReducedHolders
Q1 20241,281,221$44.5M0.7%+6,703+0.5%AddedHolders
Q4 20231,274,518$45.7M0.8%−42,105−3.2%ReducedHolders
Q3 20231,316,623$53.2M1.0%+30,935+2.4%AddedHolders
Q2 20231,285,688$62.9M1.2%+3,557+0.3%AddedHolders
Q1 20231,282,131$63.0M1.3%−8,604−0.7%ReducedHolders
Q4 20221,290,735$52.0M1.1%+31,553+2.5%AddedHolders
Q3 20221,259,182$39.5M0.9%+1,516+0.1%AddedHolders
Q2 20221,257,666$42.0M0.9%−86,099−6.4%ReducedHolders
Q1 20221,343,765$52.3M0.9%+135,435+11.2%AddedHolders
Q4 20211,208,330$54.5M0.9%−16,804−1.4%ReducedHolders
Q3 20211,225,134$52.9M1.0%+71,316+6.2%AddedHolders
Q2 20211,153,818$56.0M1.0%+26,676+2.4%AddedHolders
Q1 20211,127,142$52.3M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.