SI
SBI

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

Stephens 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
Q1 		$190K Hold
24,800
– – ﹤0.01% 1218
2025
Q4 		$190K Hold
24,800
– – ﹤0.01% 1217
2025
Q3 		$196K Buy
24,800
+350
+1% +$2.7K ﹤0.01% 1223
2025
Q2 		$184K Hold
24,450
– – ﹤0.01% 1183
2025
Q1 		$191K Sell
24,450
-300
-1% -$2.35K ﹤0.01% 1145
2024
Q4 		$192K Hold
24,750
– – ﹤0.01% 1170
2024
Q3 		$203K Buy
+24,750
New +$199K ﹤0.01% 1192

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 $530B 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 $12.9B 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 $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc's SBI Position: Q1 2026 in Review

Stephens Inc held its Western Asset Intermediate Muni Fund (SBI) position steady in Q1 2026 at 24,800 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Stephens Inc first reported a position in SBI in Q3 2024 and has held it in 7 quarters since. The position peaked at $203K in Q3 2024. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Stephens Inc held 24,800 shares of Western Asset Intermediate Muni Fund worth $190K as of Q1 2026.
  • Stephens Inc left its Western Asset Intermediate Muni Fund share count unchanged in Q1 2026.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1218 holding.
  • Stephens Inc first reported a position in Western Asset Intermediate Muni Fund in Q3 2024 and has held it in 7 quarters since.
  • Stephens Inc's Western Asset Intermediate Muni Fund position peaked at $203K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.