CAM
SBI

Concorde Asset Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Concorde Asset Management’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
Q1 		$323K Sell
42,005
-14,173
-25% -$111K 0.16% 126
2025
Q4 		$431K Buy
56,178
+4,887
+10% +$38.2K 0.17% 117
2025
Q3 		$406K Buy
+51,291
New +$395K 0.17% 117
2025
Q1 		$90.5K Buy
+11,840
New +$92.7K 0.05% 172

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concorde Asset Management's SBI Position: Q1 2026 in Review

Concorde Asset Management reduced its Western Asset Intermediate Muni Fund (SBI) stake by 25% in Q1 2026, selling an estimated $111K and leaving 42,005 shares worth $323K. The position accounts for 0.16% of the portfolio, ranked #126.

Concorde Asset Management first reported a position in SBI in Q1 2025 and has held it in 4 quarters since. The position peaked at $431K in Q4 2025. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Concorde Asset Management held 42,005 shares of Western Asset Intermediate Muni Fund worth $323K as of Q1 2026.
  • Concorde Asset Management sold 14,173 Western Asset Intermediate Muni Fund shares in Q1 2026, an estimated $111K.
  • Western Asset Intermediate Muni Fund made up 0.16% of Concorde Asset Management's portfolio in Q1 2026, its #126 holding.
  • Concorde Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2025 and has held it in 4 quarters since.
  • Concorde Asset Management's Western Asset Intermediate Muni Fund position peaked at $431K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.