MAI Capital Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

MAI Capital Management’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	–	Sell	-675	Closed	-$5.19K	–	4227
2026 Q1	$5.19K	Buy	675 +10	+2%	+$78	﹤0.01%	3503
2025 Q4	$5.11K	Buy	665 +15	+2%	+$117	﹤0.01%	3115
2025 Q3	$5.15K	Buy	650 +10	+2%	+$77	﹤0.01%	3004
2025 Q2	$4.81K	Buy	640 +11	+2%	+$83	﹤0.01%	3062
2025 Q1	$4.91K	Buy	629 +6	+1%	+$47	﹤0.01%	2725
2024 Q4	$4.82K	Buy	+623	New	+$5.02K	﹤0.01%	2785

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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 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

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAI Capital Management's SBI Position: Q2 2026 in Review

MAI Capital Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 675 shares — an estimated $5.19K sold.

MAI Capital Management first reported a position in SBI in Q4 2024 and held it in 6 quarters. The position peaked at $5.19K in Q1 2026. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

MAI Capital Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 675 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $5.19K.
MAI Capital Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Western Asset Intermediate Muni Fund position peaked at $5.19K in Q1 2026.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.