LSC
PAI

Logan Stone Capital’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Logan Stone Capital’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
-18,620
Closed -$232K – 174
2025
Q4 		$232K Buy
+18,620
New +$234K 0.06% 127

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

Logan Stone Capital's PAI Position: Q1 2026 in Review

Logan Stone Capital sold out of Western Asset Investment Grade Income Fund (PAI) in Q1 2026, closing a stake of 18,620 shares — an estimated $232K sold.

Logan Stone Capital first reported a position in PAI in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

  • Logan Stone Capital reported no remaining Western Asset Investment Grade Income Fund position as of Q1 2026 after selling out during the quarter.
  • Logan Stone Capital sold 18,620 Western Asset Investment Grade Income Fund shares in Q1 2026, an estimated $232K.
  • Logan Stone Capital first reported a position in Western Asset Investment Grade Income Fund in Q4 2025 and held it in 1 quarter.
  • Logan Stone Capital's Western Asset Investment Grade Income Fund position peaked at $232K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.