Baird Financial Group
PIM

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

Baird Financial Group’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
Q2 		$215K Buy
66,500
+4,000
+6% +$12.8K ﹤0.01% 1851
2026
Q1 		$204K Buy
62,500
+33,000
+112% +$108K ﹤0.01% 1768
2025
Q4 		$98.5K Buy
29,500
+13,500
+84% +$45.1K ﹤0.01% 1774
2025
Q3 		$55K Buy
+16,000
New +$53.9K ﹤0.01% 1784

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Baird Financial Group's PIM Position: Q2 2026 in Review

Baird Financial Group increased its Franklin Master Intermediate Income Trust (PIM) stake by 6.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 66,500 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Baird Financial Group first reported a position in PIM in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Baird Financial Group held 66,500 shares of Franklin Master Intermediate Income Trust worth $215K as of Q2 2026.
  • Baird Financial Group bought 4,000 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $12.8K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1851 holding.
  • Baird Financial Group first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.