Janney Montgomery Scott
SBI

Janney Montgomery Scott’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Janney Montgomery Scott’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 		$180K Buy
22,850
+3,000
+15% +$23.3K ﹤0.01% 3011
2026
Q1 		$152K Hold
19,850
– – ﹤0.01% 2666
2025
Q4 		$152K Buy
19,850
+2,200
+12% +$17.2K ﹤0.01% 2839
2025
Q3 		$140K Buy
+17,650
New +$136K ﹤0.01% 2782
2020
Q2 		– Sell
-11,007
Closed -$93K – 2058
2020
Q1 		$93K Hold
11,007
– – ﹤0.01% 1783
2019
Q4 		$100K Hold
11,007
– – ﹤0.01% 2008
2019
Q3 		$101K Hold
11,007
– – ﹤0.01% 1986
2019
Q2 		$98K Hold
11,007
– – ﹤0.01% 1999
2019
Q1 		$97K Hold
11,007
– – ﹤0.01% 1948
2018
Q4 		$92K Hold
11,007
– – ﹤0.01% 1878
2018
Q3 		$93K Hold
11,007
– – ﹤0.01% 2004
2018
Q2 		$95K Sell
11,007
-27,689
-72% -$240K ﹤0.01% 1948
2018
Q1 		$334K Sell
38,696
-2,432
-6% -$22K ﹤0.01% 1549
2017
Q4 		$383K Buy
41,128
+4,150
+11% +$39.5K ﹤0.01% 1460
2017
Q3 		$360K Buy
36,978
+1,500
+4% +$14.8K ﹤0.01% 1422
2017
Q2 		$349K Buy
35,478
+2,500
+8% +$24.6K ﹤0.01% 1364
2017
Q1 		$315K Buy
32,978
+10,424
+46% +$99.7K ﹤0.01% 1380
2016
Q4 		$214K Buy
22,554
+2,122
+10% +$21K ﹤0.01% 1510
2016
Q3 		$216K Sell
20,432
-15,710
-43% -$166K ﹤0.01% 1359
2016
Q2 		$382K Buy
36,142
+18,071
+100% +$190K 0.01% 581
2016
Q1 		$187K Buy
18,071
+2,547
+16% +$26.5K ﹤0.01% 1159
2015
Q4 		$159K Hold
15,524
– – ﹤0.01% 1265
2015
Q3 		$154K Buy
15,524
+2,924
+23% +$28.5K ﹤0.01% 1301
2015
Q2 		$122K Hold
12,600
– – ﹤0.01% 1931
2015
Q1 		$127K Hold
12,600
– – ﹤0.01% 2248
2014
Q4 		$123K Hold
12,600
– – ﹤0.01% 2170
2014
Q3 		$122K Buy
+12,600
New +$122K ﹤0.01% 2136

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
GC
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
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
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott's SBI Position: Q2 2026 in Review

Janney Montgomery Scott increased its Western Asset Intermediate Muni Fund (SBI) stake by 15% in Q2 2026, buying an estimated $23.3K and bringing the position to 22,850 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

Janney Montgomery Scott first reported a position in SBI in Q3 2014 and has held it in 27 quarters since. The position peaked at $383K in Q4 2017. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Janney Montgomery Scott held 22,850 shares of Western Asset Intermediate Muni Fund worth $180K as of Q2 2026.
  • Janney Montgomery Scott bought 3,000 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $23.3K.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #3011 holding.
  • Janney Montgomery Scott first reported a position in Western Asset Intermediate Muni Fund in Q3 2014 and has held it in 27 quarters since.
  • Janney Montgomery Scott's Western Asset Intermediate Muni Fund position peaked at $383K in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.