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 Q2	–	Sell	-11,021	Closed	-$133K	–	1376
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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Focus Partners Advisor Solutions's PAI Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Western Asset Investment Grade Income Fund (PAI) in Q2 2026, closing a stake of 11,021 shares — an estimated $133K sold.

Focus Partners Advisor Solutions first reported a position in PAI in Q3 2023 and held it in 5 quarters. The position peaked at $186K in Q3 2024. 38 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining Western Asset Investment Grade Income Fund position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 11,021 Western Asset Investment Grade Income Fund shares in Q2 2026, an estimated $133K.
Focus Partners Advisor Solutions first reported a position in Western Asset Investment Grade Income Fund in Q3 2023 and held it in 5 quarters.
Focus Partners Advisor Solutions's Western Asset Investment Grade Income Fund position peaked at $186K in Q3 2024.
38 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.