CAPTRUST Financial Advisors
SBI

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

CAPTRUST Financial Advisors’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
2025
Q3 		– Sell
-12,711
Closed -$95.6K – 2703
2025
Q2 		$95.6K Buy
+12,711
New +$95.6K ﹤0.01% 2377
2023
Q4 		– Sell
-17,869
Closed -$128K – 2777
2023
Q3 		$128K Buy
+17,869
New +$134K ﹤0.01% 2400

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors's SBI Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2025, closing a stake of 12,711 shares — an estimated $95.6K sold.

CAPTRUST Financial Advisors first reported a position in SBI in Q3 2023 and held it in 2 quarters. The position peaked at $128K in Q3 2023. 57 funds tracked by Wall St. Rank hold SBI as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 12,711 Western Asset Intermediate Muni Fund shares in Q3 2025, an estimated $95.6K.
  • CAPTRUST Financial Advisors first reported a position in Western Asset Intermediate Muni Fund in Q3 2023 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Western Asset Intermediate Muni Fund position peaked at $128K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.