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

Bard Financial Services’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
2025 Q3	$74.1K	Hold	21,540	–	–	0.01%	201
2025 Q2	$72.2K	Hold	21,540	–	–	0.01%	195
2025 Q1	$71.5K	Hold	21,540	–	–	0.01%	198
2024 Q4	$70.2K	Hold	21,540	–	–	0.01%	198
2024 Q3	$73K	Hold	21,540	–	–	0.01%	201
2024 Q2	$69.5K	Hold	21,540	–	–	0.01%	211
2024 Q1	$68.9K	Hold	21,540	–	–	0.01%	221
2023 Q4	$68.7K	Hold	21,540	–	–	0.01%	222
2023 Q3	$65.1K	Hold	21,540	–	–	0.01%	220
2023 Q2	$68.1K	Hold	21,540	–	–	0.01%	311
2023 Q1	$68.5K	Hold	21,540	–	–	0.01%	317
2022 Q4	$69K	Hold	21,540	–	–	0.01%	296
2022 Q3	$70K	Hold	21,540	–	–	0.01%	286
2022 Q2	$73K	Hold	21,540	–	–	0.01%	284
2022 Q1	$77K	Hold	21,540	–	–	0.01%	292
2021 Q4	$85K	Hold	21,540	–	–	0.01%	279
2021 Q3	$88K	Hold	21,540	–	–	0.01%	269
2021 Q2	$90K	Hold	21,540	–	–	0.01%	270
2021 Q1	$93K	Hold	21,540	–	–	0.01%	255
2020 Q4	$91K	Buy	+21,540	New	+$88.9K	0.01%	256

Other funds holding PIM

SIA

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

SSIM

Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return

1CP

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

SSWM

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

Bard Financial Services's PIM Position: Q3 2025 in Review

Bard Financial Services held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2025 at 21,540 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Bard Financial Services first reported a position in PIM in Q4 2020 and has held it in 20 quarters since. The position peaked at $93K in Q1 2021. 60 funds tracked by Wall St. Rank hold PIM as of Q3 2025.

Bard Financial Services held 21,540 shares of Franklin Master Intermediate Income Trust worth $74.1K as of Q3 2025.
Bard Financial Services left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2025.
Franklin Master Intermediate Income Trust made up 0.01% of Bard Financial Services's portfolio in Q3 2025, its #201 holding.
Bard Financial Services first reported a position in Franklin Master Intermediate Income Trust in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Franklin Master Intermediate Income Trust position peaked at $93K in Q1 2021.
60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.