OCM
BWG

Osbon Capital Management’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Osbon Capital Management’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 		– Sell
-323
Closed -$2.48K – 442
2026
Q1 		$2.48K Buy
+323
New +$2.67K ﹤0.01% 414

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Allspring Global Investments
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SFS
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osbon Capital Management's BWG Position: Q2 2026 in Review

Osbon Capital Management sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2026, closing a stake of 323 shares — an estimated $2.48K sold.

Osbon Capital Management first reported a position in BWG in Q1 2026 and held it in 1 quarter. The position peaked at $2.48K in Q1 2026. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

  • Osbon Capital Management reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 323 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $2.48K.
  • Osbon Capital Management first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $2.48K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.