Horizon Kinetics Asset Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Horizon Kinetics Asset Management’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 Q3	–	Sell	-11,334	Closed	-$85.2K	–	359
2025 Q2	$85.2K	Buy	+11,334	New	+$85.2K	﹤0.01%	339
2020 Q4	–	Sell	-22,865	Closed	-$207K	–	364
2020 Q3	$207K	Sell	22,865 -234	-1%	-$2.1K	0.01%	334
2020 Q2	$198K	Hold	23,099	–	–	0.01%	357
2020 Q1	$195K	Sell	23,099 -3,239	-12%	-$29.6K	0.01%	320
2019 Q4	$239K	Sell	26,338 -549	-2%	-$5.04K	0.01%	440
2019 Q3	$247K	Hold	26,887	–	–	0.01%	432
2019 Q2	$240K	Sell	26,887 -96	-0.4%	-$849	0.01%	442
2019 Q1	$238K	Buy	+26,983	New	+$234K	0.01%	442

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 15.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RCM

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

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

Horizon Kinetics Asset Management's SBI Position: Q3 2025 in Review

Horizon Kinetics Asset Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2025, closing a stake of 11,334 shares — an estimated $85.2K sold.

Horizon Kinetics Asset Management first reported a position in SBI in Q1 2019 and held it in 8 quarters. The position peaked at $247K in Q3 2019. 57 funds tracked by Wall St. Rank hold SBI as of Q3 2025.

Horizon Kinetics Asset Management reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2025 after selling out during the quarter.
Horizon Kinetics Asset Management sold 11,334 Western Asset Intermediate Muni Fund shares in Q3 2025, an estimated $85.2K.
Horizon Kinetics Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2019 and held it in 8 quarters.
Horizon Kinetics Asset Management's Western Asset Intermediate Muni Fund position peaked at $247K in Q3 2019.
57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.