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BWG

Root Financial Partners’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Root Financial Partners’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
-320
Closed -$2.45K – 831
2026
Q1 		$2.45K Buy
+320
New +$2.64K ﹤0.01% 2226

Other funds holding BWG

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Pathstone Holdings
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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

Root Financial Partners's BWG Position: Q2 2026 in Review

Root Financial Partners sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2026, closing a stake of 320 shares — an estimated $2.45K sold.

Root Financial Partners first reported a position in BWG in Q1 2026 and held it in 1 quarter. The position peaked at $2.45K in Q1 2026. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

  • Root Financial Partners reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 320 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $2.45K.
  • Root Financial Partners first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $2.45K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.