Focus Partners Wealth
PIM

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

Focus Partners Wealth’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 		$620K Hold
189,725
– – ﹤0.01% 1823
2025
Q4 		$634K Buy
+189,725
New +$633K ﹤0.01% 1844

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
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
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Focus Partners Wealth's PIM Position: Q1 2026 in Review

Focus Partners Wealth held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 189,725 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Focus Partners Wealth first reported a position in PIM in Q4 2025 and has held it in 2 quarters since. The position peaked at $634K in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Focus Partners Wealth held 189,725 shares of Franklin Master Intermediate Income Trust worth $620K as of Q1 2026.
  • Focus Partners Wealth left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1823 holding.
  • Focus Partners Wealth first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Franklin Master Intermediate Income Trust position peaked at $634K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.