Steward Partners Investment Advisory’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Steward Partners Investment Advisory’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	$7.67K	Sell	1,000 -3,397	-77%	-$28K	﹤0.01%	3655
2025 Q4	$36.8K	Buy	4,397 +3,397	+340%	+$28.8K	﹤0.01%	2830
2025 Q3	$8.68K	Sell	1,000 -4,000	-80%	-$34.3K	﹤0.01%	3458
2025 Q2	$41.5K	Sell	5,000 -1,452	-23%	-$11.7K	﹤0.01%	2565
2025 Q1	$53.9K	Buy	+6,452	New	+$53.8K	﹤0.01%	2346
2024 Q3	–	Sell	-320	Closed	-$2.64K	–	3759
2024 Q2	$2.64K	Buy	+320	New	+$2.65K	﹤0.01%	3226
2023 Q3	–	Sell	-192	Closed	-$1.54K	–	3389
2023 Q2	$1.54K	Buy	+192	New	+$1.51K	﹤0.01%	3074

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 $8.93B AUM 25.13% 1-Year Est. Return

Steward Partners Investment Advisory's BWG Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 77% in Q1 2026, selling an estimated $28K and leaving 1,000 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3655.

Steward Partners Investment Advisory first reported a position in BWG in Q2 2023 and has held it in 7 quarters since. The position peaked at $53.9K in Q1 2025. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

Steward Partners Investment Advisory held 1,000 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $7.67K as of Q1 2026.
Steward Partners Investment Advisory sold 3,397 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $28K.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3655 holding.
Steward Partners Investment Advisory first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2023 and has held it in 7 quarters since.
Steward Partners Investment Advisory's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $53.9K in Q1 2025.
52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.