Brandywine Financial Group
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Brandywine Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Brandywine Financial Group’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.95M Buy
+95,487
New +$5.2M 4.2% 10
2026
Q2 		– Sell
-369
Closed -$19.4K – 21
2026
Q1 		$19.4K Sell
369
-15,411
-98% -$785K 0.02% 23
2025
Q4 		$742K Buy
+15,780
New +$739K 1.61% 10

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US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Brandywine Financial Group's AMLP Position: Q3 2026 in Review

Brandywine Financial Group opened a new position in Alerian MLP ETF (AMLP) in Q3 2026: 95,487 shares worth $4.95M. The stake represents 4.2% of the portfolio and ranks #10 among its holdings. This is a return to the name: Brandywine Financial Group previously reported a position in AMLP as recently as Q1 2026.

Brandywine Financial Group first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Brandywine Financial Group held 95,487 shares of Alerian MLP ETF worth $4.95M as of Q3 2026.
  • Alerian MLP ETF was a new Brandywine Financial Group position in Q3 2026.
  • Alerian MLP ETF made up 4.2% of Brandywine Financial Group's portfolio in Q3 2026, its #10 holding.
  • Brandywine Financial Group first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Brandywine Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.