WA
SBI

Waverly Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Waverly Advisors’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 		$461K Sell
59,963
-4,562
-7% -$35.8K ﹤0.01% 1119
2025
Q4 		$496K Sell
64,525
-7,471
-10% -$58.4K ﹤0.01% 1019
2025
Q3 		$569K Sell
71,996
-7,645
-10% -$58.9K 0.01% 808
2025
Q2 		$599K Sell
79,641
-7,223
-8% -$54.3K 0.01% 756
2025
Q1 		$678K Buy
86,864
+339
+0.4% +$2.65K 0.01% 698
2024
Q4 		$670K Buy
86,525
+3,766
+5% +$30.3K 0.01% 610
2024
Q3 		$679K Sell
82,759
-286
-0.3% -$2.3K 0.01% 520
2024
Q2 		$653K Sell
83,045
-1,762
-2% -$13.7K 0.01% 518
2024
Q1 		$672K Buy
+84,807
New +$665K 0.02% 425

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 $501B 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 $12.6B 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 $223M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B 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