UPS
PAI

UHLMANN PRICE SECURITIES’s Western Asset Investment Grade Income Fund PAI Stock Holding History

UHLMANN PRICE SECURITIES’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 		$213K Buy
+17,591
New +$214K 0.01% 257

Other funds holding PAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UHLMANN PRICE SECURITIES's PAI Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES opened a new position in Western Asset Investment Grade Income Fund (PAI) in Q2 2026: 17,591 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

9 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 17,591 shares of Western Asset Investment Grade Income Fund worth $213K as of Q2 2026.
  • Western Asset Investment Grade Income Fund was a new UHLMANN PRICE SECURITIES position in Q2 2026.
  • Western Asset Investment Grade Income Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #257 holding.
  • 9 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.