Mariner
SBI

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
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 $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

Mariner's SBI Position: Q1 2026 in Review

Mariner held its Western Asset Intermediate Muni Fund (SBI) position steady in Q1 2026 at 19,618 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

Mariner first reported a position in SBI in Q3 2021 and has held it in 19 quarters since. The position peaked at $567K in Q1 2022. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Mariner held 19,618 shares of Western Asset Intermediate Muni Fund worth $151K as of Q1 2026.
  • Mariner left its Western Asset Intermediate Muni Fund share count unchanged in Q1 2026.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3235 holding.
  • Mariner first reported a position in Western Asset Intermediate Muni Fund in Q3 2021 and has held it in 19 quarters since.
  • Mariner's Western Asset Intermediate Muni Fund position peaked at $567K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.