Raymond James Financial
SBI

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
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 $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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return