MERCER GLOBAL ADVISORS INC /ADV
Position in SBI — Western Asset Intermediate Muni Fund Inc.
CIK 853758
DENVER, CO
Position in SBI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$78,312
+$0 QoQ
Shares Held
10,197
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | 187,868 | $9,759,742 |
All Filings in SBI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,312 | 10,197 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,312 | 10,197 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $80,658 | 10,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $76,681 | 10,197 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,280 | 15,677 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $121,339 | 15,677 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $128,551 | 15,677 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $123,221 | 15,677 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $138,940 | 17,543 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $164,572 | 21,373 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $159,617 | 22,293 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $169,872 | 22,293 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,500 | 32,933 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $253,756 | 33,433 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $293,654 | 39,953 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $334,514 | 41,503 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $516,198 | 60,093 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $595,588 | 61,783 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $602,384 | 61,783 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $625,582 | 64,031 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $604,713 | 65,093 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $660,127 | 71,753 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $841,610 | 92,893 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,220,313 | 142,560 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,579,908 | 187,415 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||