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 Q2	$201K	Buy	25,500 +700	+3%	+$5.44K	﹤0.01%	1242
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 $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

Stephens Inc's SBI Position: Q2 2026 in Review

Stephens Inc increased its Western Asset Intermediate Muni Fund (SBI) stake by 2.8% in Q2 2026, buying an estimated $5.44K and bringing the position to 25,500 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Stephens Inc first reported a position in SBI in Q3 2024 and has held it in 8 quarters since. The position peaked at $203K in Q3 2024. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Stephens Inc held 25,500 shares of Western Asset Intermediate Muni Fund worth $201K as of Q2 2026.
Stephens Inc bought 700 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $5.44K.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1242 holding.
Stephens Inc first reported a position in Western Asset Intermediate Muni Fund in Q3 2024 and has held it in 8 quarters since.
Stephens Inc's Western Asset Intermediate Muni Fund position peaked at $203K in Q3 2024.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.