Pinnacle Wealth Planning Services’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Pinnacle Wealth Planning 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 Q3	$16.1K	Sell	2,330 -74	-3%	-$565	﹤0.01%	1875
2026 Q2	$19.1K	Hold	2,404	–	–	﹤0.01%	1799
2026 Q1	$18.4K	Sell	2,404 -708	-23%	-$5.85K	﹤0.01%	1732
2025 Q4	$26K	Buy	+3,112	New	+$26.4K	﹤0.01%	1589
2021 Q1	–	Sell	-7,420	Closed	-$93K	–	583
2020 Q4	$93K	Buy	+7,420	New	+$87.6K	0.02%	501

Other funds holding BWG

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's BWG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 3.1% in Q3 2026, selling an estimated $565 and leaving 2,330 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Pinnacle Wealth Planning Services first reported a position in BWG in Q4 2020 and has held it in 5 quarters since. The position peaked at $93K in Q4 2020. 11 funds tracked by Wall St. Rank hold BWG as of Q3 2026.

Pinnacle Wealth Planning Services held 2,330 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $16.1K as of Q3 2026.
Pinnacle Wealth Planning Services sold 74 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2026, an estimated $565.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1875 holding.
Pinnacle Wealth Planning Services first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $93K in Q4 2020.
11 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.