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Brandywine Financial Group Historic Quarter Change: USA Stocks, Reduced

Brandywine Financial Group historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Brandywine Financial Group opened 9 positions, added to 2, reduced 3 and sold out of 27.

  • Q2 2026: Stock TSLA; Country of operation United States; Class Stock; Shares before 18,812.
  • Q1 2026: Stock COST; Country of operation United States; Class Stock; Shares before 650.
  • Q1 2026: Stock LOW; Country of operation United States; Class Stock; Shares before 900.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1779506), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026TSLA
TESLA INC
United StatesStock18,81255-18,757$6,993,361$23-$6,993,3382026-07-06
Q1 2026COST
COSTCO WHSL CORP NEW COM
United StatesStock650600-50$560,521$597,858+$37,3372026-06-10
Q1 2026LOW
LOWES COMPANIES INC
United StatesStock900800-100$217,044$189,024-$28,0202026-06-10

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