PAG
SBI

Private Advisor Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Private Advisor Group’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 		$169K Buy
22,035
+8,357
+61% +$65.5K ﹤0.01% 2482
2025
Q4 		$105K Buy
13,678
+2,125
+18% +$16.6K ﹤0.01% 2475
2025
Q3 		$91.4K Buy
+11,553
New +$89K ﹤0.01% 2420
2020
Q3 		– Sell
-6,690
Closed -$57K – 3084
2020
Q2 		$57K Buy
+6,690
New +$56.2K ﹤0.01% 2027

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

Private Advisor Group's SBI Position: Q1 2026 in Review

Private Advisor Group increased its Western Asset Intermediate Muni Fund (SBI) stake by 61% in Q1 2026, buying an estimated $65.5K and bringing the position to 22,035 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Private Advisor Group first reported a position in SBI in Q2 2020 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Private Advisor Group held 22,035 shares of Western Asset Intermediate Muni Fund worth $169K as of Q1 2026.
  • Private Advisor Group bought 8,357 Western Asset Intermediate Muni Fund shares in Q1 2026, an estimated $65.5K.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2482 holding.
  • Private Advisor Group first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.