Larson Financial Group’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Larson Financial Group’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	$5.1K	Hold	665	–	–	﹤0.01%	2604
2025 Q4	$5.57K	Hold	665	–	–	﹤0.01%	2414
2025 Q3	$5.77K	Hold	665	–	–	﹤0.01%	2302
2025 Q2	$5.53K	Hold	665	–	–	﹤0.01%	2044
2025 Q1	$5.55K	Hold	665	–	–	﹤0.01%	1856
2024 Q4	$5.32K	Hold	665	–	–	﹤0.01%	1646
2024 Q3	$5.88K	Hold	665	–	–	﹤0.01%	1640
2024 Q2	$5.49K	Hold	665	–	–	﹤0.01%	1424
2024 Q1	$5.64K	Hold	665	–	–	﹤0.01%	1169
2023 Q4	$5.56K	Hold	665	–	–	﹤0.01%	1156
2023 Q3	$4.99K	Sell	665 -2,456	-79%	-$19.8K	﹤0.01%	1180
2023 Q2	$25.1K	Hold	3,121	–	–	﹤0.01%	680
2023 Q1	$24.8K	Hold	3,121	–	–	﹤0.01%	687
2022 Q4	$25.4K	Hold	3,121	–	–	﹤0.01%	640
2022 Q3	$24K	Buy	+3,121	New	+$27.1K	﹤0.01%	586

Other funds holding BWG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Larson Financial Group's BWG Position: Q1 2026 in Review

Larson Financial Group held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q1 2026 at 665 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Larson Financial Group first reported a position in BWG in Q3 2022 and has held it in 15 quarters since. The position peaked at $25.4K in Q4 2022. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

Larson Financial Group held 665 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $5.1K as of Q1 2026.
Larson Financial Group left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q1 2026.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2604 holding.
Larson Financial Group first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
Larson Financial Group's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $25.4K in Q4 2022.
52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.