SA
BWG

Sanctuary Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Sanctuary Advisors’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
2025
Q1 		– Sell
-18,020
Closed -$149K – 2216
2024
Q4 		$149K Sell
18,020
-2,972
-14% -$25.2K ﹤0.01% 2291
2024
Q3 		$176K Sell
20,992
-573
-3% -$4.95K ﹤0.01% 2247
2024
Q2 		$171K Buy
+21,565
New +$178K ﹤0.01% 2205

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Sanctuary Advisors's BWG Position: Q1 2025 in Review

Sanctuary Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2025, closing a stake of 18,020 shares — an estimated $149K sold.

Sanctuary Advisors first reported a position in BWG in Q2 2024 and held it in 3 quarters. The position peaked at $176K in Q3 2024. 40 funds tracked by Wall St. Rank hold BWG as of Q1 2025.

  • Sanctuary Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 18,020 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2025, an estimated $149K.
  • Sanctuary Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $176K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.