ENVESTNET ASSET MANAGEMENT INC
Position in SBI — Western Asset Intermediate Muni Fund Inc.
CIK 1407543
Berwyn, PA
Position in SBI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$101,916
-$3,493 QoQ
Shares Held
12,950
-4.2% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 59 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,091,770,619 across 275 Asset Management names. SBI ranks #266 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
534,831 | $514,272,096 | |
| 2 | APO |
Apollo Global Management, Inc.
|
884,185 | $104,607,927 | |
| 3 | AMP |
Ameriprise Financial Inc
|
227,772 | $104,492,682 | |
| 4 | ARES |
Ares Management Corp
|
856,458 | $95,332,339 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,190,049 | $93,274,186 | |
| 6 | KKR |
KKR & Co. Inc.
|
817,969 | $75,073,194 | |
| 7 | STT |
State Street Corp
|
426,809 | $72,386,806 | |
| 8 | RJF |
Raymond James Financial Inc
|
472,067 | $71,768,346 |
All Filings in SBI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,916 | 12,950 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $105,409 | 13,514 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $104,598 | 13,514 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $109,962 | 13,410 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $105,379 | 13,407 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $139,059 | 17,558 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $143,528 | 18,640 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $843,562 | 117,816 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $906,962 | 119,024 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,061,901 | 134,248 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,104,534 | 145,525 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,131,289 | 153,917 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,256,344 | 155,874 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,470,376 | 171,173 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,622,334 | 168,292 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,541,338 | 158,086 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,501,981 | 153,734 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,397,290 | 150,408 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,401,850 | 152,375 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,526,446 | 168,482 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,797,728 | 210,015 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,995,987 | 236,772 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||