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
Q2 		– Sell
-22,035
Closed -$169K – 2853
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 $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group's SBI Position: Q2 2026 in Review

Private Advisor Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 22,035 shares — an estimated $169K sold.

Private Advisor Group first reported a position in SBI in Q2 2020 and held it in 4 quarters. The position peaked at $169K in Q1 2026. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Private Advisor Group reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 22,035 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $169K.
  • Private Advisor Group first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and held it in 4 quarters.
  • Private Advisor Group's Western Asset Intermediate Muni Fund position peaked at $169K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.