Logan Stone Capital’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Logan Stone Capital’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 Q2	$181K	Sell	22,825 -20,172	-47%	-$161K	0.04%	134
2026 Q1	$330K	Buy	+42,997	New	+$355K	0.09%	102
2025 Q3	–	Sell	-19,208	Closed	-$160K	–	69
2025 Q2	$160K	Buy	+19,208	New	+$155K	0.08%	70
2023 Q4	–	Sell	-17,725	Closed	-$133K	–	152
2023 Q3	$133K	Sell	17,725 -52,520	-75%	-$424K	0.04%	140
2023 Q2	$565K	Buy	70,245 +51,543	+276%	+$406K	0.19%	101
2023 Q1	$149K	Buy	18,702 +4,953	+36%	+$40.7K	0.06%	152
2022 Q4	$112K	Buy	+13,749	New	+$110K	0.04%	193

Other funds holding BWG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Logan Stone Capital's BWG Position: Q2 2026 in Review

Logan Stone Capital reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 47% in Q2 2026, selling an estimated $161K and leaving 22,825 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #134.

Logan Stone Capital first reported a position in BWG in Q4 2022 and has held it in 7 quarters since. The position peaked at $565K in Q2 2023. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

Logan Stone Capital held 22,825 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $181K as of Q2 2026.
Logan Stone Capital sold 20,172 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $161K.
BrandywineGLOBAL Global Income Opportunities Fund made up 0.04% of Logan Stone Capital's portfolio in Q2 2026, its #134 holding.
Logan Stone Capital first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2022 and has held it in 7 quarters since.
Logan Stone Capital's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $565K in Q2 2023.
48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.