Western Asset IntermediateSBI
13F holders, Q2 2026 (June 30)59holders −3
7new positions
12sold out
$7.87avg. 13F price*
At the end of Q2 2026, 59 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, down 3 from Q1 2026. 7 opened new positions and 12 sold out. The largest holders were Rivernorth Capital Management, LLC ($9.7M), Wells Fargo & Company ($2.9M) and Morgan Stanley ($2.4M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.9M |
| Exits | 12 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 721,824 shares bought and 479,551 shares sold, net +242,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Rivernorth Capital Management, LLC | 0.46% | Add +3.7% | 1,231,561 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 369,413 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 300,091 | $2.4M |
| 1607 Capital Partners, LLC | 0.20% | Reduce -32.1% | 297,028 | $2.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -5.8% | 279,800 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +204.8% | 275,915 | $2.2M |
| Invesco Ltd. | 0.00% | Add +0.1% | 261,002 | $2.1M |
| Robinson Capital Management, LLC | 0.80% | No change | 227,014 | $1.8M |
| Whitebox Advisors LLC | 0.08% | No change | 204,801 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 192,062 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 191,371 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 183,045 | $1.4M |
| Carson Advisory Inc. | 0.60% | Reduce -2.0% | 165,297 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +72.0% | 161,715 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.5% | 157,478 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -11.5% | 152,313 | $1.2M |
| Sit Investment Associates Inc. | 0.02% | Add +295.6% | 110,494 | $870K |
| Ariadne Wealth Management, LP | 0.35% | New | 100,869 | $794K |
| LPL Financial LLC | 0.00% | Add +9.6% | 97,699 | $769K |
| Whipplewood Advisors, LLC | 0.48% | Reduce -0.5% | 91,425 | $720K |
| UBS Group AG | 0.00% | Add +6.4% | 82,174 | $647K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -2.4% | 79,576 | $620K |
| Royal Bank of Canada | 0.00% | Add +6.5% | 71,904 | $566K |
| Rock Point Advisors, LLC | 0.12% | Reduce -3.7% | 64,425 | $507K |
| Waverly Advisors, LLC | 0.00% | Reduce -7.0% | 55,779 | $439K |
| Traub Capital Management LLC | 0.39% | Reduce -36.3% | 55,335 | $435K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 51,000 | $401K |
| Thomas J. Herzfeld Advisors, Inc. | 0.12% | New | 47,641 | $375K |
| Riverbridge Partners LLC | 0.01% | Reduce -3.3% | 46,630 | $367K |
| Northwest Financial Advisors | 0.05% | Add +0.0% | 46,471 | $366K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 46,347 | $365K |
| Noble Wealth Management PBC | 0.16% | Add +30.0% | 44,763 | $352K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.4% | 43,846 | $345K |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.8% | 41,045 | $323K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -4.7% | 40,556 | $319K |
| Whittier Trust Co. | 0.00% | Reduce -2.5% | 40,378 | $317K |
| IHT Wealth Management, LLC | 0.01% | Add +45.7% | 37,754 | $297K |
| Rothschild Investment LLC | 0.01% | Add +200.0% | 37,500 | $295K |
| Castle Wealth Management LLC | 0.08% | No change | 32,451 | $255K |
| Stephens Inc. | 0.00% | Add +2.8% | 25,500 | $201K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.1% | 22,850 | $180K |
| Basepoint Wealth LLC | 0.09% | Reduce -25.8% | 20,833 | $164K |
| Mariner, LLC | 0.00% | No change | 19,618 | $154K |
| Savvy Advisors, Inc. | 0.00% | No change | 18,143 | $143K |
| Closed-End Fund Advisors, Inc. | 0.13% | No change | 17,477 | $138K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -6.5% | 15,711 | $124K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $119K |
| Envestnet Asset Management Inc. | 0.00% | New | 12,950 | $102K |
| GatePass Capital, LLC | 0.04% | Add +25.0% | 12,500 | $98K |
| 49 Wealth Management, LLC | 0.02% | New | 10,677 | $84K |
| Alongside, LLC | 0.02% | — | 10,677 | $84K |
| Clear Street Group Inc. | 0.00% | New | 8,820 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -36.2% | 5,015 | $39K |
| Penserra Capital Management LLC | 0.00% | Add +200.0% | 4,362 | $34K |
| CoreCap Advisors, LLC | 0.00% | New | 4,100 | $32K |
| Gill Capital Partners, LLC | 0.01% | No change | 3,256 | $26K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 8 | $63 |
"% of holder's portfolio" is SBI's weight in each manager's 13F, not the share of Western Asset Intermediate the manager owns.