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

CoreCap 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
2026 Q2	$32.3K	Buy	+4,100	New	+$31.9K	﹤0.01%	1604

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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 Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CoreCap Advisors's SBI Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Western Asset Intermediate Muni Fund (SBI) in Q2 2026: 4,100 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings.

59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

CoreCap Advisors held 4,100 shares of Western Asset Intermediate Muni Fund worth $32.3K as of Q2 2026.
Western Asset Intermediate Muni Fund was a new CoreCap Advisors position in Q2 2026.
Western Asset Intermediate Muni Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1604 holding.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.