FNY Investment Advisers’s Western Asset Intermediate Muni Fund SBI Stock Holding History

FNY Investment Advisers’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 Q4	–	Sell	-50	Closed	–	–	1408
2025 Q3	$0	Hold	50	–	–	﹤0.01%	1483
2025 Q2	$0	Hold	50	–	–	﹤0.01%	1160
2025 Q1	$0	Buy	+50	New	+$392	﹤0.01%	951
2024 Q4	–	Sell	-50	Closed	–	–	894
2024 Q3	$0	Buy	+50	New	+$402	﹤0.01%	804
2024 Q2	–	Sell	-50	Closed	–	–	776
2024 Q1	$0	Buy	+50	New	+$392	﹤0.01%	820
2023 Q4	–	Sell	-50	Closed	–	–	742
2023 Q3	$0	Hold	50	–	–	﹤0.01%	742
2023 Q2	$0	Hold	50	–	–	﹤0.01%	678
2023 Q1	$0	Buy	+50	New	+$393	﹤0.01%	704
2021 Q1	–	Sell	-100	Closed	–	–	980
2020 Q4	$0	Buy	+100	New	+$903	﹤0.01%	890

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FNY Investment Advisers's SBI Position: Q4 2025 in Review

FNY Investment Advisers sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2025, closing a stake of 50 shares.

FNY Investment Advisers first reported a position in SBI in Q4 2020 and held it in 9 quarters. The position peaked at $0 in Q3 2025. 55 funds tracked by Wall St. Rank hold SBI as of Q4 2025.

FNY Investment Advisers reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2025 after selling out during the quarter.
FNY Investment Advisers sold 50 Western Asset Intermediate Muni Fund shares in Q4 2025.
FNY Investment Advisers first reported a position in Western Asset Intermediate Muni Fund in Q4 2020 and held it in 9 quarters.
FNY Investment Advisers's Western Asset Intermediate Muni Fund position peaked at $0 in Q3 2025.
55 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.