PWPS
BWG

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
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
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
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

Pinnacle Wealth Planning Services's BWG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q2 2026 at 2,404 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Pinnacle Wealth Planning Services first reported a position in BWG in Q4 2020 and has held it in 4 quarters since. The position peaked at $93K in Q4 2020. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,404 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $19.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q2 2026.
  • BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1799 holding.
  • Pinnacle Wealth Planning Services first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $93K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.