Nations Financial Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Nations Financial Group’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$111K	Sell	13,693 -1,535	-10%	-$12.5K	0.01%	776
2026 Q1	$123K	Sell	15,228 -2,318	-13%	-$19.1K	0.01%	755
2025 Q4	$145K	Sell	17,546 -907	-5%	-$7.58K	0.01%	727
2025 Q3	$155K	Sell	18,453 -283	-2%	-$2.37K	0.01%	692
2025 Q2	$157K	Sell	18,736 -1,499	-7%	-$12.3K	0.01%	660
2025 Q1	$169K	Sell	20,235 -4,916	-20%	-$40.3K	0.01%	632
2024 Q4	$201K	Sell	25,151 -9,508	-27%	-$78.5K	0.01%	640
2024 Q3	$296K	Buy	+34,659	New	+$284K	0.02%	569

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Nations Financial Group's WIA Position: Q2 2026 in Review

Nations Financial Group reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 10% in Q2 2026, selling an estimated $12.5K and leaving 13,693 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #776.

Nations Financial Group first reported a position in WIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $296K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Nations Financial Group held 13,693 shares of Western Asset Inflation-Linked Income Fund worth $111K as of Q2 2026.
Nations Financial Group sold 1,535 Western Asset Inflation-Linked Income Fund shares in Q2 2026, an estimated $12.5K.
Western Asset Inflation-Linked Income Fund made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #776 holding.
Nations Financial Group first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2024 and has held it in 8 quarters since.
Nations Financial Group's Western Asset Inflation-Linked Income Fund position peaked at $296K in Q3 2024.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.