KAS
PAI

Kestra Advisory Services’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,537
Closed -$31.7K – 4023
2025
Q4 		$31.7K Buy
+2,537
New +$31.8K ﹤0.01% 4256
2021
Q1 		– Sell
-10,081
Closed -$160K – 1995
2020
Q4 		$160K Buy
+10,081
New +$156K ﹤0.01% 1747

Other funds holding PAI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kestra Advisory Services's PAI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Western Asset Investment Grade Income Fund (PAI) in Q1 2026, closing a stake of 2,537 shares — an estimated $31.7K sold.

Kestra Advisory Services first reported a position in PAI in Q4 2020 and held it in 2 quarters. The position peaked at $160K in Q4 2020. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Western Asset Investment Grade Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,537 Western Asset Investment Grade Income Fund shares in Q1 2026, an estimated $31.7K.
  • Kestra Advisory Services first reported a position in Western Asset Investment Grade Income Fund in Q4 2020 and held it in 2 quarters.
  • Kestra Advisory Services's Western Asset Investment Grade Income Fund position peaked at $160K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.