Allworth Financial’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Allworth Financial’s Portfolio PIM Stock Details PIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Hold	66,272	–	–	﹤0.01%	1355
2025 Q4	$221K	Hold	66,272	–	–	﹤0.01%	1300
2025 Q3	$228K	Hold	66,272	–	–	﹤0.01%	1242
2025 Q2	$222K	Buy	+66,272	New	+$219K	﹤0.01%	1136
2024 Q2	–	Sell	-2,000	Closed	-$6.4K	–	3772
2024 Q1	$6.4K	Hold	2,000	–	–	﹤0.01%	2302
2023 Q4	$6.38K	Buy	+2,000	New	+$6.11K	﹤0.01%	2169
2020 Q4	–	Sell	-653	Closed	-$3K	–	1421
2020 Q3	$3K	Hold	653	–	–	﹤0.01%	946
2020 Q2	$3K	Buy	+653	New	+$2.77K	﹤0.01%	960

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Allworth Financial's PIM Position: Q1 2026 in Review

Allworth Financial held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 66,272 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Allworth Financial first reported a position in PIM in Q2 2020 and has held it in 8 quarters since. The position peaked at $228K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

Allworth Financial held 66,272 shares of Franklin Master Intermediate Income Trust worth $217K as of Q1 2026.
Allworth Financial left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1355 holding.
Allworth Financial first reported a position in Franklin Master Intermediate Income Trust in Q2 2020 and has held it in 8 quarters since.
Allworth Financial's Franklin Master Intermediate Income Trust position peaked at $228K in Q3 2025.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.