MWA
BWG

Medallion Wealth Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Medallion Wealth Advisors’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
2025
Q4 		– Sell
-400
Closed -$3.47K – 1123
2025
Q3 		$3.47K Hold
400
– – ﹤0.01% 913
2025
Q2 		$3.34K Buy
+400
New +$3.22K ﹤0.01% 898

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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Medallion Wealth Advisors's BWG Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q4 2025, closing a stake of 400 shares — an estimated $3.47K sold.

Medallion Wealth Advisors first reported a position in BWG in Q2 2025 and held it in 2 quarters. The position peaked at $3.47K in Q3 2025. 46 funds tracked by Wall St. Rank hold BWG as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 400 BrandywineGLOBAL Global Income Opportunities Fund shares in Q4 2025, an estimated $3.47K.
  • Medallion Wealth Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Medallion Wealth Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $3.47K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.