FC
PIM

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

Financial Consulate’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 		$646 Hold
200
– – ﹤0.01% 1263
2026
Q1 		$654 Hold
200
– – ﹤0.01% 1184
2025
Q4 		$668 Hold
200
– – ﹤0.01% 1093
2025
Q3 		$688 Buy
+200
New +$674 ﹤0.01% 922

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Financial Consulate's PIM Position: Q2 2026 in Review

Financial Consulate held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 200 shares worth $646. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Financial Consulate first reported a position in PIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $688 in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Financial Consulate held 200 shares of Franklin Master Intermediate Income Trust worth $646 as of Q2 2026.
  • Financial Consulate left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1263 holding.
  • Financial Consulate first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Franklin Master Intermediate Income Trust position peaked at $688 in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.