Western Asset Investment GraPAI
13F holders, Q1 2026 (March 31)32holders −2
3new positions
4sold out
$12.08avg. 13F price*
At the end of Q1 2026, 32 institutions reported holding Western Asset Investment Gra (PAI) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 4 sold out. The largest holders were Sit Investment Associates Inc. ($14.0M), 1607 Capital Partners, LLC ($8.7M) and Hennion & Walsh Asset Management, Inc. ($3.2M).
- Company
- Western Asset Investment Gra
- CUSIP
- 95766T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $175K |
| Exits | 4 | $456K |
All 13F filers, Q4 2025 → Q1 2026: 132,183 shares bought and 76,616 shares sold, net +55,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Sit Investment Associates Inc. | 0.28% | Add +0.5% | 1,154,680 | $14.0M |
| 1607 Capital Partners, LLC | 0.63% | Add +1.0% | 720,002 | $8.7M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +19.0% | 266,332 | $3.2M |
| Guggenheim Capital LLC | 0.02% | Add +15.2% | 216,086 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +5.2% | 209,289 | $2.5M |
| Fiera Capital Corp | 0.01% | Reduce -4.3% | 127,558 | $1.5M |
| LPL Financial LLC | 0.00% | Add +20.6% | 91,217 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 47,138 | $570K |
| Wolverine Asset Management LLC | 0.03% | Reduce -14.3% | 45,912 | $555K |
| Stifel Financial Corp. | 0.00% | Add +18.3% | 42,682 | $516K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.7% | 38,314 | $463K |
| Shaker Financial Services, LLC | 0.15% | Reduce -7.3% | 35,534 | $430K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 31,472 | $381K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -11.9% | 27,351 | $331K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -0.3% | 26,403 | $319K |
| Morgan Stanley | 0.00% | Add +1.6% | 22,877 | $277K |
| Martin Capital Partners, LLC | 0.09% | No change | 19,518 | $236K |
| Whitener Capital Management, Inc. | 0.04% | Reduce -1.3% | 16,292 | $197K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 15,000 | $181K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 12,560 | $152K |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 11,426 | $138K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 11,021 | $133K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.9% | 10,871 | $131K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 8,355 | $101K |
| UBS Group AG | 0.00% | Reduce -49.0% | 8,344 | $101K |
| International Assets Investment Management, LLC | 0.00% | No change | 5,650 | $69K |
| Cwm, LLC | 0.00% | No change | 3,960 | $48K |
| Founders Capital Management | 0.02% | No change | 3,140 | $38K |
| Fifth Third Bancorp | 0.00% | New | 2,450 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,501 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,000 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -98.0% | 140 | $2K |
"% of holder's portfolio" is PAI's weight in each manager's 13F, not the share of Western Asset Investment Gra the manager owns.