GatePass Capital’s Western Asset Intermediate Muni Fund SBI Stock Holding History

GatePass Capital’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	$98.4K	Buy	12,500 +2,500	+25%	+$19.4K	0.04%	187
2026 Q1	$76.8K	Sell	10,000 -5,000	-33%	-$39.2K	0.04%	170
2025 Q4	$115K	Hold	15,000	–	–	0.06%	154
2025 Q3	$119K	Hold	15,000	–	–	0.07%	140
2025 Q2	$113K	Hold	15,000	–	–	0.07%	122
2025 Q1	$117K	Buy	15,000 +5,000	+50%	+$39.2K	0.09%	110
2024 Q4	$77.4K	Buy	+10,000	New	+$80.6K	0.08%	102

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

GatePass Capital's SBI Position: Q2 2026 in Review

GatePass Capital increased its Western Asset Intermediate Muni Fund (SBI) stake by 25% in Q2 2026, buying an estimated $19.4K and bringing the position to 12,500 shares worth $98.4K. The position accounts for 0.04% of the portfolio, ranked #187.

GatePass Capital first reported a position in SBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q3 2025. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

GatePass Capital held 12,500 shares of Western Asset Intermediate Muni Fund worth $98.4K as of Q2 2026.
GatePass Capital bought 2,500 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $19.4K.
Western Asset Intermediate Muni Fund made up 0.04% of GatePass Capital's portfolio in Q2 2026, its #187 holding.
GatePass Capital first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and has held it in 7 quarters since.
GatePass Capital's Western Asset Intermediate Muni Fund position peaked at $119K in Q3 2025.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on GatePass Capital's 13F filing for Q2 2026, filed 30 Jul 2026.