Sit Investment Associates’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Sit Investment Associates’s Portfolio PAI Stock Details PAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1M	Buy	1,160,755 +6,075	+0.5%	+$73.8K	0.27%	93
2026 Q1	$14M	Buy	1,154,680 +6,038	+0.5%	+$75.3K	0.28%	86
2025 Q4	$14.3M	Buy	+1,148,642	New	+$14.4M	0.28%	87

Other funds holding PAI

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sit Investment Associates's PAI Position: Q2 2026 in Review

Sit Investment Associates increased its Western Asset Investment Grade Income Fund (PAI) stake by 0.53% in Q2 2026, buying an estimated $73.8K and bringing the position to 1,160,755 shares worth $14.1M. The position accounts for 0.27% of the portfolio, ranked #93.

Sit Investment Associates first reported a position in PAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.3M in Q4 2025. 38 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

Sit Investment Associates held 1,160,755 shares of Western Asset Investment Grade Income Fund worth $14.1M as of Q2 2026.
Sit Investment Associates bought 6,075 Western Asset Investment Grade Income Fund shares in Q2 2026, an estimated $73.8K.
Western Asset Investment Grade Income Fund made up 0.27% of Sit Investment Associates's portfolio in Q2 2026, its #93 holding.
Sit Investment Associates first reported a position in Western Asset Investment Grade Income Fund in Q4 2025 and has held it in 3 quarters since.
Sit Investment Associates's Western Asset Investment Grade Income Fund position peaked at $14.3M in Q4 2025.
38 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.