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 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

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

Pinnacle Wealth Planning Services's BWG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 23% in Q1 2026, selling an estimated $5.85K and leaving 2,404 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Pinnacle Wealth Planning Services first reported a position in BWG in Q4 2020 and has held it in 3 quarters since. The position peaked at $93K in Q4 2020. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

Pinnacle Wealth Planning Services held 2,404 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $18.4K as of Q1 2026.
Pinnacle Wealth Planning Services sold 708 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $5.85K.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1732 holding.
Pinnacle Wealth Planning Services first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $93K in Q4 2020.
52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.