Advisory Services Network’s Broadwind BWEN Stock Holding History

Advisory Services Network’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$865	Buy	+416	New	+$1.13K	﹤0.01%	4343
2025 Q4	–	Sell	-20,416	Closed	-$42.9K	–	2156
2025 Q3	$42.9K	Hold	20,416	–	–	﹤0.01%	2536
2025 Q2	$52.9K	Buy	+20,416	New	+$34.4K	﹤0.01%	1723
2024 Q1	–	Sell	-100	Closed	-$277	–	1765
2023 Q4	$277	Buy	+100	New	+$264	﹤0.01%	3693
2023 Q2	–	Sell	-100	Closed	-$384	–	1759
2023 Q1	$384	Hold	100	–	–	﹤0.01%	3776
2022 Q4	$179	Buy	+100	New	+$188	﹤0.01%	3869
2021 Q3	–	Sell	-100	Closed	–	–	1654
2021 Q2	$0	Buy	+100	New	+$492	﹤0.01%	3588
2021 Q1	–	Sell	-100	Closed	-$1K	–	1506
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	3121
2020 Q3	$0	Buy	+100	New	+$399	﹤0.01%	3550
2020 Q2	–	Sell	-100	Closed	–	–	1265
2020 Q1	$0	Buy	+100	New	+$167	﹤0.01%	3050

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Advisory Services Network's BWEN Position: Q1 2026 in Review

Advisory Services Network opened a new position in Broadwind (BWEN) in Q1 2026: 416 shares worth $865. The stake represents ﹤0.01% of the portfolio and ranks #4343 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in BWEN as recently as Q3 2025.

Advisory Services Network first reported a position in BWEN in Q1 2020 and has held it in 10 quarters since. The position peaked at $52.9K in Q2 2025. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2026.

Advisory Services Network held 416 shares of Broadwind worth $865 as of Q1 2026.
Broadwind was a new Advisory Services Network position in Q1 2026.
Broadwind made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4343 holding.
Advisory Services Network first reported a position in Broadwind in Q1 2020 and has held it in 10 quarters since.
Advisory Services Network's Broadwind position peaked at $52.9K in Q2 2025.
54 funds tracked by Wall St. Rank held Broadwind as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.