Citadel Advisors
PIM

Citadel Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Citadel Advisors’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 		$61.2K Buy
+18,710
New +$61.3K ﹤0.01% 12324
2025
Q2 		– Sell
-20,860
Closed -$69.3K – 14470
2025
Q1 		$69.3K Buy
20,860
+9,675
+86% +$31.9K ﹤0.01% 11929
2024
Q4 		$36.5K Buy
+11,185
New +$36.9K ﹤0.01% 12693
2022
Q2 		– Sell
-10,471
Closed -$37K – 13808
2022
Q1 		$37K Sell
10,471
-20,775
-66% -$75.4K ﹤0.01% 12987
2021
Q4 		$123K Buy
+31,246
New +$124K ﹤0.01% 12493
2021
Q3 		– Sell
-18,389
Closed -$77K – 14447
2021
Q2 		$77K Sell
18,389
-11,603
-39% -$49.1K ﹤0.01% 13103
2021
Q1 		$130K Buy
+29,992
New +$126K ﹤0.01% 12202
2020
Q4 		– Sell
-15,811
Closed -$65K – 11378
2020
Q3 		$65K Buy
+15,811
New +$65.7K ﹤0.01% 9500
2018
Q1 		– Sell
-11,080
Closed -$53K – 8657
2017
Q4 		$53K Buy
+11,080
New +$52.6K ﹤0.01% 7613
2014
Q3 		– Sell
-29,328
Closed -$151K – 8333
2014
Q2 		$151K Sell
29,328
-10,493
-26% -$53.8K ﹤0.01% 5862
2014
Q1 		$205K Buy
+39,821
New +$202K ﹤0.01% 5485
2013
Q4 		– Sell
-24,723
Closed -$121K – 7123
2013
Q3 		$121K Buy
+24,723
New +$122K ﹤0.01% 5203

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

Citadel Advisors's PIM Position: Q1 2026 in Review

Citadel Advisors opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q1 2026: 18,710 shares worth $61.2K. The stake represents ﹤0.01% of the portfolio and ranks #12324 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in PIM as recently as Q1 2025.

Citadel Advisors first reported a position in PIM in Q3 2013 and has held it in 12 quarters since. The position peaked at $205K in Q1 2014. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Citadel Advisors held 18,710 shares of Franklin Master Intermediate Income Trust worth $61.2K as of Q1 2026.
  • Franklin Master Intermediate Income Trust was a new Citadel Advisors position in Q1 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #12324 holding.
  • Citadel Advisors first reported a position in Franklin Master Intermediate Income Trust in Q3 2013 and has held it in 12 quarters since.
  • Citadel Advisors's Franklin Master Intermediate Income Trust position peaked at $205K in Q1 2014.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.