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Caldwell Sutter Capital’s Franklin Premier Income Trust PPT Stock Holding History

Caldwell Sutter Capital’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,375
Closed -$15.5K – 893
2025
Q4 		$15.5K Hold
4,375
– – 0.01% 504
2025
Q3 		$16.1K Buy
+4,375
New +$16.1K 0.01% 501

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Caldwell Sutter Capital's PPT Position: Q1 2026 in Review

Caldwell Sutter Capital sold out of Franklin Premier Income Trust (PPT) in Q1 2026, closing a stake of 4,375 shares — an estimated $15.5K sold.

Caldwell Sutter Capital first reported a position in PPT in Q3 2025 and held it in 2 quarters. The position peaked at $16.1K in Q3 2025. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2026.

  • Caldwell Sutter Capital reported no remaining Franklin Premier Income Trust position as of Q1 2026 after selling out during the quarter.
  • Caldwell Sutter Capital sold 4,375 Franklin Premier Income Trust shares in Q1 2026, an estimated $15.5K.
  • Caldwell Sutter Capital first reported a position in Franklin Premier Income Trust in Q3 2025 and held it in 2 quarters.
  • Caldwell Sutter Capital's Franklin Premier Income Trust position peaked at $16.1K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.