Mariner’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Mariner’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	$154K	Hold	19,618	–	–	﹤0.01%	3231
2026 Q1	$151K	Hold	19,618	–	–	﹤0.01%	3235
2025 Q4	$151K	Hold	19,618	–	–	﹤0.01%	3243
2025 Q3	$155K	Hold	19,618	–	–	﹤0.01%	3264
2025 Q2	$148K	Hold	19,618	–	–	﹤0.01%	3152
2025 Q1	$153K	Hold	19,618	–	–	﹤0.01%	3089
2024 Q4	$152K	Hold	19,618	–	–	﹤0.01%	3083
2024 Q3	$161K	Hold	19,618	–	–	﹤0.01%	2987
2024 Q2	$154K	Sell	19,618 -1	-0%	-$8	﹤0.01%	2854
2024 Q1	$155K	Sell	19,619 -1,000	-5%	-$7.85K	﹤0.01%	2838
2023 Q4	$159K	Hold	20,619	–	–	﹤0.01%	2754
2023 Q3	$148K	Sell	20,619 -5,513	-21%	-$41.4K	﹤0.01%	2608
2023 Q2	$199K	Sell	26,132 -1,656	-6%	-$12.8K	﹤0.01%	2472
2023 Q1	$220K	Hold	27,788	–	–	﹤0.01%	2341
2022 Q4	$211K	Sell	27,788 -2,931	-10%	-$21.9K	﹤0.01%	2315
2022 Q3	$226K	Sell	30,719 -10,250	-25%	-$82.1K	﹤0.01%	1979
2022 Q2	$330K	Sell	40,969 -25,012	-38%	-$202K	﹤0.01%	1258
2022 Q1	$567K	Buy	65,981 +28,268	+75%	+$256K	﹤0.01%	1102
2021 Q4	$364K	Hold	37,713	–	–	﹤0.01%	1067
2021 Q3	$368K	Buy	+37,713	New	+$368K	﹤0.01%	906

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

Mariner's SBI Position: Q2 2026 in Review

Mariner held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 19,618 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Mariner first reported a position in SBI in Q3 2021 and has held it in 20 quarters since. The position peaked at $567K in Q1 2022. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Mariner held 19,618 shares of Western Asset Intermediate Muni Fund worth $154K as of Q2 2026.
Mariner left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #3231 holding.
Mariner first reported a position in Western Asset Intermediate Muni Fund in Q3 2021 and has held it in 20 quarters since.
Mariner's Western Asset Intermediate Muni Fund position peaked at $567K in Q1 2022.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.