Raymond James Financial
BWG

Raymond James Financial’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Raymond James Financial’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 		$676K Buy
88,199
+10,018
+13% +$82.7K ﹤0.01% 4138
2025
Q4 		$654K Buy
78,181
+1,765
+2% +$15K ﹤0.01% 4073
2025
Q3 		$663K Buy
76,416
+709
+0.9% +$6.08K ﹤0.01% 3944
2025
Q2 		$629K Buy
75,707
+113
+0.1% +$910 ﹤0.01% 3865
2025
Q1 		$631K Buy
75,594
+195
+0.3% +$1.63K ﹤0.01% 3783
2024
Q4 		$603K Buy
+75,399
New +$639K ﹤0.01% 3791

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Raymond James Financial's BWG Position: Q1 2026 in Review

Raymond James Financial increased its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 13% in Q1 2026, buying an estimated $82.7K and bringing the position to 88,199 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #4138.

Raymond James Financial first reported a position in BWG in Q4 2024 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • Raymond James Financial held 88,199 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $676K as of Q1 2026.
  • Raymond James Financial bought 10,018 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $82.7K.
  • BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4138 holding.
  • Raymond James Financial first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.