MCM
SBI

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
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 $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 $501B 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 $12.6B 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 $223M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B 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