IWC
PAI

Integrated Wealth Concepts’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Integrated Wealth Concepts’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 		$3.11K Buy
+256
New +$3.11K ﹤0.01% 5202

Other funds holding PAI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Integrated Wealth Concepts's PAI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Western Asset Investment Grade Income Fund (PAI) in Q2 2026: 256 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #5202 among its holdings.

38 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

  • Integrated Wealth Concepts held 256 shares of Western Asset Investment Grade Income Fund worth $3.11K as of Q2 2026.
  • Western Asset Investment Grade Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Western Asset Investment Grade Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5202 holding.
  • 38 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.