Raymond James Financial’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Raymond James Financial’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	$1.44M	Buy	183,045 +247	+0.1%	+$1.92K	﹤0.01%	3736
2026 Q1	$1.4M	Sell	182,798 -4,661	-2%	-$36.5K	﹤0.01%	3620
2025 Q4	$1.44M	Sell	187,459 -2,210	-1%	-$17.3K	﹤0.01%	3529
2025 Q3	$1.5M	Sell	189,669 -260	-0.1%	-$2K	﹤0.01%	3396
2025 Q2	$1.43M	Buy	189,929 +11,720	+7%	+$88.1K	﹤0.01%	3330
2025 Q1	$1.39M	Buy	178,209 +8,543	+5%	+$66.9K	﹤0.01%	3253
2024 Q4	$1.31M	Buy	+169,666	New	+$1.37M	﹤0.01%	3262

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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 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

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's SBI Position: Q2 2026 in Review

Raymond James Financial increased its Western Asset Intermediate Muni Fund (SBI) stake by 0.14% in Q2 2026, buying an estimated $1.92K and bringing the position to 183,045 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

Raymond James Financial first reported a position in SBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Raymond James Financial held 183,045 shares of Western Asset Intermediate Muni Fund worth $1.44M as of Q2 2026.
Raymond James Financial bought 247 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $1.92K.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3736 holding.
Raymond James Financial first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Western Asset Intermediate Muni Fund position peaked at $1.5M in Q3 2025.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.