Janney Montgomery Scott
PIM

Janney Montgomery Scott’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Janney Montgomery Scott’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 		$432K Buy
132,145
+372
+0.3% +$1.22K ﹤0.01% 2140
2025
Q4 		$440K Sell
131,773
-3,291
-2% -$11K ﹤0.01% 2290
2025
Q3 		$465K Sell
135,064
-105
-0.1% -$354 ﹤0.01% 2193
2025
Q2 		$453K Buy
135,169
+347
+0.3% +$1.15K ﹤0.01% 2074
2025
Q1 		$448K Buy
+134,822
New +$445K ﹤0.01% 2060
2024
Q4 		– Sell
-153,034
Closed -$519K – 2807
2024
Q3 		$519K Sell
153,034
-4,673
-3% -$15.5K ﹤0.01% 1943
2024
Q2 		$509K Buy
157,707
+58,460
+59% +$185K ﹤0.01% 1871
2024
Q1 		$318K Buy
99,247
+12,823
+15% +$41.1K ﹤0.01% 2300
2023
Q4 		$276K Sell
86,424
-5,546
-6% -$17K ﹤0.01% 2272
2023
Q3 		$278K Buy
91,970
+313
+0.3% +$983 ﹤0.01% 2177
2023
Q2 		$290K Buy
91,657
+4,410
+5% +$13.9K ﹤0.01% 2243
2023
Q1 		$277K Buy
87,247
+4,390
+5% +$14.3K ﹤0.01% 2098
2022
Q4 		$265K Sell
82,857
-1,169
-1% -$3.84K ﹤0.01% 2205
2022
Q3 		$273K Buy
84,026
+1,828
+2% +$6.27K ﹤0.01% 2075
2022
Q2 		$279K Sell
82,198
-2,743
-3% -$9.51K ﹤0.01% 1957
2022
Q1 		$304K Buy
84,941
+12,235
+17% +$44.4K ﹤0.01% 1877
2021
Q4 		$287K Buy
72,706
+13,519
+23% +$53.7K ﹤0.01% 2025
2021
Q3 		$241K Buy
59,187
+1,219
+2% +$5.03K ﹤0.01% 2069
2021
Q2 		$243K Buy
57,968
+27,436
+90% +$116K ﹤0.01% 2028
2021
Q1 		$132K Buy
30,532
+5,972
+24% +$25.2K ﹤0.01% 2109
2020
Q4 		$104K Buy
24,560
+2,000
+9% +$8.26K ﹤0.01% 2176
2020
Q3 		$93K Sell
22,560
-17
-0.1% -$71 ﹤0.01% 2006
2020
Q2 		$92K Hold
22,577
– – ﹤0.01% 1934
2020
Q1 		$92K Sell
22,577
-6,740
-23% -$30.5K ﹤0.01% 1786
2019
Q4 		$139K Buy
29,317
+4,851
+20% +$22.8K ﹤0.01% 1987
2019
Q3 		$112K Buy
24,466
+17
+0.1% +$78 ﹤0.01% 1976
2019
Q2 		$112K Sell
24,449
-17,270
-41% -$78.4K ﹤0.01% 1987
2019
Q1 		$189K Buy
41,719
+6,433
+18% +$28.6K ﹤0.01% 1875
2018
Q4 		$150K Hold
35,286
– – ﹤0.01% 1820
2018
Q3 		$159K Buy
35,286
+3,000
+9% +$13.8K ﹤0.01% 1949
2018
Q2 		$151K Sell
32,286
-6,245
-16% -$29.5K ﹤0.01% 1904
2018
Q1 		$181K Buy
38,531
+2,183
+6% +$10.4K ﹤0.01% 1832
2017
Q4 		$173K Hold
36,348
– – ﹤0.01% 1821
2017
Q3 		$172K Sell
36,348
-5,000
-12% -$23.7K ﹤0.01% 1733
2017
Q2 		$194K Buy
41,348
+2,579
+7% +$12.3K ﹤0.01% 1636
2017
Q1 		$182K Buy
+38,769
New +$181K ﹤0.01% 1636

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

Janney Montgomery Scott's PIM Position: Q1 2026 in Review

Janney Montgomery Scott increased its Franklin Master Intermediate Income Trust (PIM) stake by 0.28% in Q1 2026, buying an estimated $1.22K and bringing the position to 132,145 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Janney Montgomery Scott first reported a position in PIM in Q1 2017 and has held it in 36 quarters since. The position peaked at $519K in Q3 2024. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Janney Montgomery Scott held 132,145 shares of Franklin Master Intermediate Income Trust worth $432K as of Q1 2026.
  • Janney Montgomery Scott bought 372 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $1.22K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2140 holding.
  • Janney Montgomery Scott first reported a position in Franklin Master Intermediate Income Trust in Q1 2017 and has held it in 36 quarters since.
  • Janney Montgomery Scott's Franklin Master Intermediate Income Trust position peaked at $519K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.