Western Asset Premier BondWEA

13F holders, Q2 2026 (June 30)
39holders +4
5new positions
1sold out
1famous investor
$10.65avg. 13F price*

At the end of Q2 2026, 39 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, up 4 from Q1 2026. 5 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($23.4M), Sit Investment Associates Inc. ($11.1M) and Allspring Global Investments Holdings, LLC ($5.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Western Asset Premier Bond
CUSIP
957664105
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 43Q1 2024Q2 2024: 42Q2 2024Q3 2024: 41Q3 2024Q4 2024: 41Q4 2024Q1 2025: 40Q1 2025Q2 2025: 40Q2 2025Q3 2025: 39Q3 2025Q4 2025: 38Q4 2025Q1 2026: 35Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$2.2M
Exits1$259K

All 13F filers, Q1 2026 → Q2 2026: 527,772 shares bought and 244,701 shares sold, net +283,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Morgan Stanley 0.00% Add +4.1% 2,194,208 $23.4M
Sit Investment Associates Inc. 0.21% Add +14.4% 1,042,022 $11.1M
Allspring Global Investments Holdings, LLC 0.01% No change 489,939 $5.2M
LPL Financial LLC 0.00% Add +1.5% 421,073 $4.5M
Raymond James Financial Inc. 0.00% Add +4.2% 363,067 $3.9M
Whipplewood Advisors, LLC 2.56% Reduce -3.5% 357,034 $3.8M
1607 Capital Partners, LLC 0.24% Reduce -18.8% 261,056 $2.8M
Private Advisor Group, LLC 0.01% Reduce -7.3% 208,789 $2.2M
Fiera Capital Corp 0.01% Add +3.3% 189,721 $2.0M
Guggenheim Capital LLC 0.01% Reduce -40.7% 133,201 $1.4M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.4% 129,183 $1.4M
Kestra Advisory Services, LLC 0.00% New 119,116 $1.3M
Invesco Ltd. 0.00% Reduce -2.5% 114,442 $1.2M
ProVise Management Group, LLC 0.08% Reduce -5.0% 112,412 $1.2M
Bank of America Corp. 0.00% Reduce -7.0% 110,907 $1.2M
Invictus Private Wealth, LLC 0.06% Add +3.0% 107,395 $1.1M
Insight Wealth Partners, LLC 0.11% Reduce -7.7% 79,951 $851K
Advisory Services Network, LLC 0.01% Add +0.0% 69,941 $745K
Integrated Wealth Concepts LLC 0.00% Add +1.0% 55,754 $594K
Riverbridge Partners LLC 0.01% New 49,913 $532K
Wolverine Asset Management LLC 0.02% Add +17012.9% 41,242 $439K
Calamos Advisors LLC 0.00% Add +171.3% 37,330 $398K
Commonwealth Equity Services, LLC 0.00% Add +2.0% 31,057 $331K
Citadel Advisors 0.00% New 28,238 $301K
Janney Montgomery Scott LLC 0.00% Reduce -0.0% 24,068 $256K
Smith Asset Management Co., LLC 0.15% No change 18,367 $196K
Melfa Wealth Management, Inc. 0.10% No change 17,281 $184K
Royal Bank of Canada 0.00% Reduce -3.0% 14,264 $152K
Susquehanna International Group, LLP 0.00% New 10,052 $107K
Wells Fargo & Company 0.00% Reduce -2.9% 8,543 $91K
Harbour Investments, Inc. 0.00% No change 8,229 $88K
Medallion Wealth Advisors, LLC 0.02% Reduce -65.9% 6,280 $67K
Fifth Third Bancorp 0.00% No change 5,050 $54K
UBS Group AG 0.00% Add +1.9% 4,303 $46K
Noble Wealth Management PBC 0.02% New 3,650 $39K
Osaic Holdings, Inc. 0.00% Add +478.0% 3,023 $32K
IFP Advisors, Inc 0.00% Reduce -17.4% 894 $10K
Geneos Wealth Management Inc. 0.00% No change 271 $3K
Highline Wealth Partners LLC 0.00% No change 270 $3K

"% of holder's portfolio" is WEA's weight in each manager's 13F, not the share of Western Asset Premier Bond the manager owns.