Commonwealth Equity Services
BWG

Commonwealth Equity Services’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Commonwealth Equity Services’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$151K Buy
19,748
+113
+0.6% +$933 ﹤0.01% 4072
2025
Q4 		$164K Sell
19,635
-4,808
-20% -$40.8K ﹤0.01% 4029
2025
Q3 		$212K Buy
24,443
+542
+2% +$4.65K ﹤0.01% 3906
2025
Q2 		$199K Sell
23,901
-1,715
-7% -$13.8K ﹤0.01% 3925
2025
Q1 		$214K Sell
25,616
-3,048
-11% -$25.4K ﹤0.01% 3773
2024
Q4 		$229K Buy
28,664
+6,631
+30% +$56.2K ﹤0.01% 3648
2024
Q3 		$195K Sell
22,033
-2,588
-11% -$22.4K ﹤0.01% 3714
2024
Q2 		$203K Buy
24,621
+2,737
+13% +$22.6K ﹤0.01% 3626
2024
Q1 		$186K Buy
21,884
+213
+1% +$1.79K ﹤0.01% 3655
2023
Q4 		$181K Sell
21,671
-194
-0.9% -$1.49K ﹤0.01% 3546
2023
Q3 		$164K Buy
21,865
+328
+2% +$2.65K ﹤0.01% 3455
2023
Q2 		$173K Sell
21,537
-5,917
-22% -$46.6K ﹤0.01% 3445
2023
Q1 		$218 Buy
27,454
+164
+0.6% +$1.35K ﹤0.01% 3239
2022
Q4 		$222K Buy
27,290
+328
+1% +$2.63K ﹤0.01% 3124
2022
Q3 		$205K Buy
26,962
+5,218
+24% +$45.3K ﹤0.01% 3148
2022
Q2 		$183K Buy
21,744
+1,194
+6% +$10.9K ﹤0.01% 3230
2022
Q1 		$207K Sell
20,550
-19
-0.1% -$206 ﹤0.01% 3307
2021
Q4 		$240K Sell
20,569
-1,498
-7% -$18.1K ﹤0.01% 3152
2021
Q3 		$276K Buy
22,067
+243
+1% +$3.07K ﹤0.01% 2999
2021
Q2 		$275K Buy
21,824
+258
+1% +$3.21K ﹤0.01% 2983
2021
Q1 		$260K Buy
21,566
+48
+0.2% +$592 ﹤0.01% 2898
2020
Q4 		$268K Sell
21,518
-264
-1% -$3.12K ﹤0.01% 2674
2020
Q3 		$250K Sell
21,782
-2,121
-9% -$26.1K ﹤0.01% 2516
2020
Q2 		$275K Sell
23,903
-3,169
-12% -$35.8K ﹤0.01% 2337
2020
Q1 		$285K Buy
27,072
+4,496
+20% +$55.4K ﹤0.01% 2106
2019
Q4 		$285K Buy
22,576
+5,279
+31% +$65.2K ﹤0.01% 2361
2019
Q3 		$209K Buy
17,297
+4,776
+38% +$57K ﹤0.01% 2519
2019
Q2 		$147K Buy
+12,521
New +$140K ﹤0.01% 2580
2018
Q4 		– Sell
-12,282
Closed -$134K – 2691
2018
Q3 		$134K Buy
12,282
+524
+4% +$5.92K ﹤0.01% 2598
2018
Q2 		$134K Buy
11,758
+182
+2% +$2.21K ﹤0.01% 2561
2018
Q1 		$149K Sell
11,576
-339
-3% -$4.39K ﹤0.01% 2478
2017
Q4 		$152K Sell
11,915
-503
-4% -$6.53K ﹤0.01% 2446
2017
Q3 		$167K Buy
12,418
+193
+2% +$2.6K ﹤0.01% 2339
2017
Q2 		$162K Buy
12,225
+881
+8% +$11.6K ﹤0.01% 2297
2017
Q1 		$145K Buy
11,344
+551
+5% +$6.83K ﹤0.01% 2239
2016
Q4 		$128K Buy
10,793
+210
+2% +$2.58K ﹤0.01% 2161
2016
Q3 		$144K Buy
10,583
+185
+2% +$2.5K ﹤0.01% 2066
2016
Q2 		$135K Buy
+10,398
New +$130K ﹤0.01% 2055

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Commonwealth Equity Services's BWG Position: Q1 2026 in Review

Commonwealth Equity Services increased its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 0.58% in Q1 2026, buying an estimated $933 and bringing the position to 19,748 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Commonwealth Equity Services first reported a position in BWG in Q2 2016 and has held it in 38 quarters since. The position peaked at $285K in Q1 2020. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • Commonwealth Equity Services held 19,748 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $151K as of Q1 2026.
  • Commonwealth Equity Services bought 113 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $933.
  • BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4072 holding.
  • Commonwealth Equity Services first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2016 and has held it in 38 quarters since.
  • Commonwealth Equity Services's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $285K in Q1 2020.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.