Janney Montgomery Scott LLC SBI WESTERN INTER MUNI FD

Ownership history in Janney Montgomery Scott LLC  ·  26 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported WESTERN INTER MUNI FD (SBI) in 26 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows SBI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in WESTERN INTER MUNI FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Janney Montgomery Scott LLC held SBI — position size vs. price
% of Fund (quarterly)    SBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 19,850 0% 0.00% $152 2026-04-22 $7.74
2025 Q4 ADDED 19,850 +2,200 +12.5% 0.00% $152K 2026-02-11 $7.85
2025 Q3 ADDED 17,650 +6,643 +60.4% 0.00% $140K 2025-11-14 (Est.) $7.60
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Janney Montgomery Scott LLC and SBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning SBI?

Janney Montgomery Scott LLC reported SBI across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SBI position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for SBI was 0.00% in 2026 Q1.

What is the latest reported SBI position on this page?

The most recent filing on this page is 2026 Q1, when Janney Montgomery Scott LLC reported 19,850 shares, equal to 0.00% of portfolio, with an estimated market value of $152.

What does the chart on this SBI ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly SBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Janney Montgomery Scott LLC time their SBI position?

Based on 13F filing dates vs. subsequent SBI price moves, Janney Montgomery Scott LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on SBI relative to SPY over the holding period was -7.2%.

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