SG
PAI

StoneX Group’s Western Asset Investment Grade Income Fund PAI Stock Holding History

StoneX Group’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
Q1 		– Sell
-13,358
Closed -$167K – 1167
2025
Q4 		$167K Sell
13,358
-6,457
-33% -$81K 0.01% 887
2025
Q3 		$255K Hold
19,815
– – 0.01% 747
2025
Q2 		$258K Hold
19,815
– – 0.01% 705
2025
Q1 		$255K Sell
19,815
-125
-0.6% -$1.57K 0.01% 696
2024
Q4 		$249K Buy
+19,940
New +$252K 0.01% 681

Other funds holding PAI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

StoneX Group's PAI Position: Q1 2026 in Review

StoneX Group sold out of Western Asset Investment Grade Income Fund (PAI) in Q1 2026, closing a stake of 13,358 shares — an estimated $167K sold.

StoneX Group first reported a position in PAI in Q4 2024 and held it in 5 quarters. The position peaked at $258K in Q2 2025. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

  • StoneX Group reported no remaining Western Asset Investment Grade Income Fund position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 13,358 Western Asset Investment Grade Income Fund shares in Q1 2026, an estimated $167K.
  • StoneX Group first reported a position in Western Asset Investment Grade Income Fund in Q4 2024 and held it in 5 quarters.
  • StoneX Group's Western Asset Investment Grade Income Fund position peaked at $258K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.