Concord Wealth Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Concord Wealth Partners’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 Q2	$2.26K	Buy	+700	New	+$2.25K	﹤0.01%	736

Other funds holding PIM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Concord Wealth Partners's PIM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q2 2026: 700 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings.

59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

Concord Wealth Partners held 700 shares of Franklin Master Intermediate Income Trust worth $2.26K as of Q2 2026.
Franklin Master Intermediate Income Trust was a new Concord Wealth Partners position in Q2 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #736 holding.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.