Envestnet Asset Management
PAI

Envestnet Asset Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Envestnet Asset Management’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Buy
+32,589
New +$396K ﹤0.01% 4260

Other funds holding PAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Envestnet Asset Management's PAI Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Western Asset Investment Grade Income Fund (PAI) in Q2 2026: 32,589 shares worth $395K. The stake represents ﹤0.01% of the portfolio and ranks #4260 among its holdings.

10 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

  • Envestnet Asset Management held 32,589 shares of Western Asset Investment Grade Income Fund worth $395K as of Q2 2026.
  • Western Asset Investment Grade Income Fund was a new Envestnet Asset Management position in Q2 2026.
  • Western Asset Investment Grade Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4260 holding.
  • 10 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.