NFG
WIA

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
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 $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Nations Financial Group's WIA Position: Q1 2026 in Review

Nations Financial Group reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 13% in Q1 2026, selling an estimated $19.1K and leaving 15,228 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #755.

Nations Financial Group first reported a position in WIA in Q3 2024 and has held it in 7 quarters since. The position peaked at $296K in Q3 2024. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Nations Financial Group held 15,228 shares of Western Asset Inflation-Linked Income Fund worth $123K as of Q1 2026.
  • Nations Financial Group sold 2,318 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $19.1K.
  • Western Asset Inflation-Linked Income Fund made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #755 holding.
  • Nations Financial Group first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2024 and has held it in 7 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 Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.