PAIWESTERN ASSET INVESTMENT GRA
CUSIP 95766T100 · Yahoo Finance ↗ · Google Finance ↗
Western Asset Investment Gra (PAI) has 32 institutional holders in Filings Flow’s 13F database, together reporting 3.23M shares worth $25M as of Q1 2026. The largest reported holders are 1607 Capital Partners, LLC, Seabridge Investment Advisors LLC, and Hennion & Walsh Asset Management, Inc..
Institutional Holders
32
Q1 2026
Reported Value
$25M
Ticker
PAI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| 1607 Capital Partners, LLC$1.4B AUM | 0.63% | $9M | 720.0K | Q1 2026OLDER |
| SeaBridge Investment Advisors LLC$591M AUM | 0.57% | $4M | 275.2K | Q3 2025OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 0.21% | $319,344 | 26.4K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.15% | $429,784 | 35.5K | Q1 2026OLDER |
| Martin Capital Partners, LLC$272M AUM | 0.08% | $230,804 | 19.0K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $3M | 227.8K | Q2 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.06% | $184,608 | 14.4K | Q3 2025OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.06% | $232,378 | 18.6K | Q4 2025OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.05% | $463,404 | 38.3K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.04% | $197,052 | 16.3K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.02% | $181,802 | 15.0K | Q2 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 216.1K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.02% | $37,978 | 3.1K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $330,810 | 27.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $167,404 | 13.4K | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $555,306 | 45.9K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 127.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $69,156 | 5.7K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $24,199 | 1.9K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $133,299 | 11.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 209.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $18,155 | 1.5K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $380,654 | 31.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $516,243 | 42.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 91.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $570,130 | 47.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $101,092 | 8.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $31,662 | 2.5K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $47,896 | 4.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $30,576 | 2.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $29,633 | 2.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $147,892 | 11.5K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $151,911 | 12.6K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $12,095 | 1.0K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $280,975 | 22.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $100,921 | 8.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $131,485 | 10.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $138,197 | 11.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,693 | 140 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.