Allworth Financial
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Allworth Financial’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Allworth Financial’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,000
Closed -$23K – 5364
2026
Q1 		$23K Buy
+3,000
New +$23.5K ﹤0.01% 2888

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allworth Financial's SBI Position: Q2 2026 in Review

Allworth Financial sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 3,000 shares — an estimated $23K sold.

Allworth Financial first reported a position in SBI in Q1 2026 and held it in 1 quarter. The position peaked at $23K in Q1 2026. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Allworth Financial reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 3,000 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $23K.
  • Allworth Financial first reported a position in Western Asset Intermediate Muni Fund in Q1 2026 and held it in 1 quarter.
  • Allworth Financial's Western Asset Intermediate Muni Fund position peaked at $23K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.