LSC
SBI

Logan Stone Capital’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Logan Stone Capital’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
Q1 		$310K Sell
40,318
-14,367
-26% -$113K 0.09% 105
2025
Q4 		$420K Buy
54,685
+39,790
+267% +$311K 0.1% 103
2025
Q3 		$118K Sell
14,895
-36,853
-71% -$284K 0.05% 63
2025
Q2 		$389K Buy
51,748
+40,174
+347% +$302K 0.18% 54
2025
Q1 		$90.3K Sell
11,574
-4,154
-26% -$32.5K 0.04% 70
2024
Q4 		$122K Sell
15,728
-125,812
-89% -$1.01M 0.04% 108
2024
Q3 		$1.16M Sell
141,540
-9,943
-7% -$80K 0.29% 68
2024
Q2 		$1.19M Sell
151,483
-49,218
-25% -$383K 0.31% 73
2024
Q1 		$1.59M Sell
200,701
-2,809
-1% -$22K 0.34% 63
2023
Q4 		$1.57M Buy
203,510
+42,584
+26% +$314K 0.32% 79
2023
Q3 		$1.15M Buy
160,926
+62,080
+63% +$467K 0.32% 75
2023
Q2 		$753K Buy
98,846
+32,264
+48% +$249K 0.26% 90
2023
Q1 		$526K Sell
66,582
-58,889
-47% -$462K 0.21% 109
2022
Q4 		$952K Buy
125,471
+50,773
+68% +$379K 0.36% 97
2022
Q3 		$549K Buy
74,698
+50,431
+208% +$404K 0.36% 66
2022
Q2 		$196K Buy
+24,267
New +$196K 0.14% 105

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Logan Stone Capital reduced its Western Asset Intermediate Muni Fund (SBI) stake by 26% in Q1 2026, selling an estimated $113K and leaving 40,318 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #105.

Logan Stone Capital first reported a position in SBI in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q1 2024. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Logan Stone Capital held 40,318 shares of Western Asset Intermediate Muni Fund worth $310K as of Q1 2026.
  • Logan Stone Capital sold 14,367 Western Asset Intermediate Muni Fund shares in Q1 2026, an estimated $113K.
  • Western Asset Intermediate Muni Fund made up 0.09% of Logan Stone Capital's portfolio in Q1 2026, its #105 holding.
  • Logan Stone Capital first reported a position in Western Asset Intermediate Muni Fund in Q2 2022 and has held it in 16 quarters since.
  • Logan Stone Capital's Western Asset Intermediate Muni Fund position peaked at $1.59M in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

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