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
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 $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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group's PIM Position: Q1 2026 in Review

Baird Financial Group increased its Franklin Master Intermediate Income Trust (PIM) stake by 112% in Q1 2026, buying an estimated $108K and bringing the position to 62,500 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Baird Financial Group first reported a position in PIM in Q3 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Baird Financial Group held 62,500 shares of Franklin Master Intermediate Income Trust worth $204K as of Q1 2026.
  • Baird Financial Group bought 33,000 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $108K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1768 holding.
  • Baird Financial Group first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.