SAI
SBI

Savvy Advisors Inc’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Savvy Advisors Inc’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 		$143K Hold
18,143
– – ﹤0.01% 1213
2026
Q1 		$139K Buy
+18,143
New +$142K ﹤0.01% 1089

Other funds holding SBI

RCM
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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

Savvy Advisors Inc's SBI Position: Q2 2026 in Review

Savvy Advisors Inc held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 18,143 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Savvy Advisors Inc first reported a position in SBI in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Savvy Advisors Inc held 18,143 shares of Western Asset Intermediate Muni Fund worth $143K as of Q2 2026.
  • Savvy Advisors Inc left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1213 holding.
  • Savvy Advisors Inc first reported a position in Western Asset Intermediate Muni Fund in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.