Focus Partners Advisor Solutions’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Focus Partners Advisor Solutions’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 Q1	$133K	Buy	+11,021	New	+$138K	﹤0.01%	1187
2025 Q3	–	Sell	-11,021	Closed	-$143K	–	1249
2025 Q2	$143K	Buy	+11,021	New	+$136K	﹤0.01%	1044
2025 Q1	–	Sell	-14,438	Closed	-$181K	–	1018
2024 Q4	$181K	Hold	14,438	–	–	﹤0.01%	739
2024 Q3	$186K	Buy	+14,438	New	+$180K	﹤0.01%	725
2023 Q4	–	Sell	-14,438	Closed	-$162K	–	456
2023 Q3	$162K	Buy	+14,438	New	+$167K	0.01%	424

Other funds holding PAI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

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

HWAM

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Focus Partners Advisor Solutions's PAI Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in Western Asset Investment Grade Income Fund (PAI) in Q1 2026: 11,021 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in PAI as recently as Q2 2025.

Focus Partners Advisor Solutions first reported a position in PAI in Q3 2023 and has held it in 5 quarters since. The position peaked at $186K in Q3 2024. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

Focus Partners Advisor Solutions held 11,021 shares of Western Asset Investment Grade Income Fund worth $133K as of Q1 2026.
Western Asset Investment Grade Income Fund was a new Focus Partners Advisor Solutions position in Q1 2026.
Western Asset Investment Grade Income Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1187 holding.
Focus Partners Advisor Solutions first reported a position in Western Asset Investment Grade Income Fund in Q3 2023 and has held it in 5 quarters since.
Focus Partners Advisor Solutions's Western Asset Investment Grade Income Fund position peaked at $186K in Q3 2024.
32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.