Steward Partners Investment Advisory’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Steward Partners Investment Advisory’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	$60.4K	Hold	7,865	–	–	﹤0.01%	2682
2025 Q4	$60.4K	Hold	7,865	–	–	﹤0.01%	2570
2025 Q3	$62.2K	Hold	7,865	–	–	﹤0.01%	2497
2025 Q2	$59.1K	Sell	7,865 -351	-4%	-$2.64K	﹤0.01%	2396
2025 Q1	$64.1K	Buy	8,216 +7,865	+2,241%	+$61.6K	﹤0.01%	2250
2024 Q4	$2.72K	Hold	351	–	–	﹤0.01%	3557
2024 Q3	$2.88K	Hold	351	–	–	﹤0.01%	3361
2024 Q2	$2.76K	Hold	351	–	–	﹤0.01%	3218
2024 Q1	$2.78K	Sell	351 -656	-65%	-$5.15K	﹤0.01%	3224
2023 Q4	$7.75K	Hold	1,007	–	–	﹤0.01%	2807
2023 Q3	$7.21K	Hold	1,007	–	–	﹤0.01%	2697
2023 Q2	$7.67K	Hold	1,007	–	–	﹤0.01%	2653
2023 Q1	$7.96K	Hold	1,007	–	–	﹤0.01%	2627
2022 Q4	$7.64K	Hold	1,007	–	–	﹤0.01%	2621
2022 Q3	$7K	Sell	1,007 -330	-25%	-$2.64K	﹤0.01%	2664
2022 Q2	$11K	Sell	1,337 -215	-14%	-$1.74K	﹤0.01%	2497
2022 Q1	$13K	Buy	+1,552	New	+$14K	﹤0.01%	2559
2021 Q2	–	Sell	-33,272	Closed	-$309K	–	7356
2021 Q1	$309K	Buy	+33,272	New	+$308K	0.01%	1078
2018 Q4	–	Sell	-3,000	Closed	-$25K	–	1891
2018 Q3	$25K	Hold	3,000	–	–	﹤0.01%	1467
2018 Q2	$26K	Hold	3,000	–	–	﹤0.01%	1367
2018 Q1	$25K	Sell	3,000 -1,800	-38%	-$16.3K	﹤0.01%	1251
2017 Q4	$44K	Hold	4,800	–	–	﹤0.01%	874
2017 Q3	$46K	Buy	4,800 +3,000	+167%	+$29.5K	﹤0.01%	715
2017 Q2	$17K	Buy	+1,800	New	+$17.7K	﹤0.01%	915

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's SBI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Western Asset Intermediate Muni Fund (SBI) position steady in Q1 2026 at 7,865 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Steward Partners Investment Advisory first reported a position in SBI in Q2 2017 and has held it in 24 quarters since. The position peaked at $309K in Q1 2021. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

Steward Partners Investment Advisory held 7,865 shares of Western Asset Intermediate Muni Fund worth $60.4K as of Q1 2026.
Steward Partners Investment Advisory left its Western Asset Intermediate Muni Fund share count unchanged in Q1 2026.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2682 holding.
Steward Partners Investment Advisory first reported a position in Western Asset Intermediate Muni Fund in Q2 2017 and has held it in 24 quarters since.
Steward Partners Investment Advisory's Western Asset Intermediate Muni Fund position peaked at $309K in Q1 2021.
62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.