Bank of America
PIM

Bank of America’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Bank of America’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 		– Sell
-3,215
Closed -$10.7K – 6585
2025
Q4 		$10.7K Sell
3,215
-339
-10% -$1.13K ﹤0.01% 6150
2025
Q3 		$12.2K Buy
3,554
+12
+0.3% +$40 ﹤0.01% 7164
2025
Q2 		$11.9K Buy
3,542
+566
+19% +$1.87K ﹤0.01% 7156
2025
Q1 		$9.88K Hold
2,976
– – ﹤0.01% 7115
2024
Q4 		$9.7K Buy
2,976
+1,914
+180% +$6.31K ﹤0.01% 6988
2024
Q3 		$3.6K Sell
1,062
-2,401
-69% -$7.98K ﹤0.01% 7062
2024
Q2 		$11.2K Buy
3,463
+50
+1% +$158 ﹤0.01% 6872
2024
Q1 		$10.9K Buy
3,413
+2,351
+221% +$7.54K ﹤0.01% 6870
2023
Q4 		$3.39K Hold
1,062
– – ﹤0.01% 7065
2023
Q3 		$3.21K Sell
1,062
-877
-45% -$2.75K ﹤0.01% 7073
2023
Q2 		$6.13K Sell
1,939
-1,913
-50% -$6.03K ﹤0.01% 6951
2023
Q1 		$12.2K Buy
3,852
+2,371
+160% +$7.71K ﹤0.01% 6878
2022
Q4 		$4.74K Buy
1,481
+377
+34% +$1.24K ﹤0.01% 7063
2022
Q3 		$4K Sell
1,104
-1,153
-51% -$3.96K ﹤0.01% 7445
2022
Q2 		$8K Sell
2,257
-29,187
-93% -$101K ﹤0.01% 7468
2022
Q1 		$113K Buy
31,444
+27,278
+655% +$99K ﹤0.01% 6792
2021
Q4 		$16K Sell
4,166
-500
-11% -$1.99K ﹤0.01% 7587
2021
Q3 		$19K Hold
4,666
– – ﹤0.01% 7404
2021
Q2 		$20K Sell
4,666
-1,258
-21% -$5.32K ﹤0.01% 7131
2021
Q1 		$25K Buy
5,924
+314
+6% +$1.32K ﹤0.01% 6831
2020
Q4 		$24K Sell
5,610
-51,018
-90% -$211K ﹤0.01% 6548
2020
Q3 		$233K Sell
56,628
-36,412
-39% -$151K ﹤0.01% 5205
2020
Q2 		$380K Buy
93,040
+18,136
+24% +$77K ﹤0.01% 4818
2020
Q1 		$306K Sell
74,904
-13,312
-15% -$60.3K ﹤0.01% 4839
2019
Q4 		$418K Sell
88,216
-34,927
-28% -$164K ﹤0.01% 5135
2019
Q3 		$565K Sell
123,143
-68,376
-36% -$314K ﹤0.01% 4986
2019
Q2 		$879K Sell
191,519
-80,182
-30% -$364K ﹤0.01% 4658
2019
Q1 		$1.23M Buy
271,701
+1,105
+0.4% +$4.91K ﹤0.01% 4358
2018
Q4 		$1.15M Sell
270,596
-38,162
-12% -$168K ﹤0.01% 4292
2018
Q3 		$1.4M Buy
308,758
+17,769
+6% +$81.6K ﹤0.01% 4257
2018
Q2 		$1.36M Sell
290,989
-11,885
-4% -$56.2K ﹤0.01% 4269
2018
Q1 		$1.42M Sell
302,874
-46,299
-13% -$220K ﹤0.01% 4130
2017
Q4 		$1.67M Buy
349,173
+59,970
+21% +$285K ﹤0.01% 4112
2017
Q3 		$1.37M Buy
289,203
+33,567
+13% +$159K ﹤0.01% 4292
2017
Q2 		$1.2M Buy
255,636
+16,720
+7% +$79.6K ﹤0.01% 4307
2017
Q1 		$1.12M Buy
238,916
+17,837
+8% +$83.3K ﹤0.01% 4355
2016
Q4 		$1.02M Buy
221,079
+64,793
+41% +$287K ﹤0.01% 4324
2016
Q3 		$691K Buy
156,286
+4,621
+3% +$20.5K ﹤0.01% 4404
2016
Q2 		$657K Buy
151,665
+2,652
+2% +$11.6K ﹤0.01% 4471
2016
Q1 		$656K Buy
149,013
+20,290
+16% +$87K ﹤0.01% 4427
2015
Q4 		$586K Sell
128,723
-2,659
-2% -$12.1K ﹤0.01% 4711
2015
Q3 		$593K Sell
131,382
-13,704
-9% -$63.5K ﹤0.01% 4692
2015
Q2 		$685K Sell
145,086
-57,945
-29% -$280K ﹤0.01% 4440
2015
Q1 		$995K Buy
203,031
+9,932
+5% +$48K ﹤0.01% 3782
2014
Q4 		$929K Sell
193,099
-519
-0.3% -$2.58K ﹤0.01% 4097
2014
Q3 		$974K Buy
193,618
+4,539
+2% +$22.9K ﹤0.01% 4007
2014
Q2 		$974K Buy
189,079
+19,327
+11% +$99.2K ﹤0.01% 3994
2014
Q1 		$874K Sell
169,752
-35,701
-17% -$181K ﹤0.01% 4042
2013
Q4 		$1.03M Sell
205,453
-31,084
-13% -$155K ﹤0.01% 4027
2013
Q3 		$1.15M Buy
236,537
+16,287
+7% +$80.3K ﹤0.01% 3809
2013
Q2 		$1.1M Buy
+220,250
New +$1.13M ﹤0.01% 3916

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

Bank of America's PIM Position: Q1 2026 in Review

Bank of America sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2026, closing a stake of 3,215 shares — an estimated $10.7K sold.

Bank of America first reported a position in PIM in Q2 2013 and held it in 51 quarters. The position peaked at $1.67M in Q4 2017. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Bank of America reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 3,215 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $10.7K.
  • Bank of America first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and held it in 51 quarters.
  • Bank of America's Franklin Master Intermediate Income Trust position peaked at $1.67M in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.