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 Q3	$105K	Buy	15,000 +2,500	+20%	+$18.9K	0.04%	191
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Carson Advisory Athens, Georgia $208M AUM 11.02% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GatePass Capital's SBI Position: Q3 2026 in Review

GatePass Capital increased its Western Asset Intermediate Muni Fund (SBI) stake by 20% in Q3 2026, buying an estimated $18.9K and bringing the position to 15,000 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #191.

GatePass Capital first reported a position in SBI in Q4 2024 and has held it in 8 quarters since. The position peaked at $119K in Q3 2025. 30 funds tracked by Wall St. Rank hold SBI as of Q3 2026.

GatePass Capital held 15,000 shares of Western Asset Intermediate Muni Fund worth $105K as of Q3 2026.
GatePass Capital bought 2,500 Western Asset Intermediate Muni Fund shares in Q3 2026, an estimated $18.9K.
Western Asset Intermediate Muni Fund made up 0.04% of GatePass Capital's portfolio in Q3 2026, its #191 holding.
GatePass Capital first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and has held it in 8 quarters since.
GatePass Capital's Western Asset Intermediate Muni Fund position peaked at $119K in Q3 2025.
30 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2026.

Based on GatePass Capital's 13F filing for Q3 2026, filed 9 Nov 2026.