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 Q1	$2.45K	Buy	+320	New	+$2.64K	﹤0.01%	2226

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 $21.8B AUM 28.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Root Financial Partners's BWG Position: Q1 2026 in Review

Root Financial Partners opened a new position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2026: 320 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #2226 among its holdings.

52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

Root Financial Partners held 320 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $2.45K as of Q1 2026.
BrandywineGLOBAL Global Income Opportunities Fund was a new Root Financial Partners position in Q1 2026.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2226 holding.
52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.