Pathstone Holdings
SBI

Pathstone Holdings’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Pathstone Holdings’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 		$1.25M Buy
163,208
+76,235
+88% +$598K 0.01% 1294
2025
Q4 		$668K Sell
86,973
-64,923
-43% -$508K ﹤0.01% 1616
2025
Q3 		$1.2M Sell
151,896
-47,855
-24% -$369K ﹤0.01% 1316
2025
Q2 		$1.5M Sell
199,751
-50,845
-20% -$382K 0.01% 1159
2025
Q1 		$1.98M Sell
250,596
-14,822
-6% -$116K 0.01% 994
2024
Q4 		$2.06M Sell
265,418
-4,753
-2% -$38.3K 0.01% 962
2024
Q3 		$2.22M Buy
270,171
+51,543
+24% +$415K 0.01% 913
2024
Q2 		$1.72M Sell
218,628
-7,694
-3% -$59.8K 0.01% 1003
2024
Q1 		$1.79M Buy
226,322
+8,289
+4% +$65K 0.01% 962
2023
Q4 		$1.68M Buy
+218,033
New +$1.61M 0.01% 801

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