JY
PIM

Jeff Yass’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Jeff Yass’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 		$97.1K Buy
30,054
+5,256
+21% +$16.9K ﹤0.01% 12516
2026
Q1 		$81.1K Buy
+24,798
New +$81.3K ﹤0.01% 12455
2025
Q2 		– Sell
-40,428
Closed -$134K – 13477
2025
Q1 		$134K Buy
40,428
+8,796
+28% +$29K ﹤0.01% 11307
2024
Q4 		$103K Buy
+31,632
New +$104K ﹤0.01% 11317
2024
Q3 		– Sell
-17,613
Closed -$56.8K – 12776
2024
Q2 		$56.8K Buy
+17,613
New +$55.7K ﹤0.01% 11355
2023
Q4 		– Sell
-32,059
Closed -$96.8K – 13074
2023
Q3 		$96.8K Buy
32,059
+11,784
+58% +$37K ﹤0.01% 10944
2023
Q2 		$64.1K Sell
20,275
-17,773
-47% -$56K ﹤0.01% 11225
2023
Q1 		$121K Buy
+38,048
New +$124K ﹤0.01% 11121
2022
Q4 		– Sell
-47,279
Closed -$154K – 13376
2022
Q3 		$154K Sell
47,279
-51,655
-52% -$177K ﹤0.01% 11199
2022
Q2 		$337K Buy
98,934
+48,233
+95% +$167K ﹤0.01% 9252
2022
Q1 		$182K Buy
50,701
+12,165
+32% +$44.2K ﹤0.01% 11351
2021
Q4 		$152K Buy
38,536
+16,876
+78% +$67K ﹤0.01% 11778
2021
Q3 		$88K Buy
+21,660
New +$89.3K ﹤0.01% 12135
2021
Q2 		– Sell
-24,266
Closed -$105K – 13086
2021
Q1 		$105K Buy
+24,266
New +$102K ﹤0.01% 11837
2020
Q2 		– Sell
-96,225
Closed -$393K – 10714
2020
Q1 		$393K Buy
+96,225
New +$436K ﹤0.01% 7449
2019
Q1 		– Sell
-13,916
Closed -$59K – 9601
2018
Q4 		$59K Sell
13,916
-10,447
-43% -$46K ﹤0.01% 8424
2018
Q3 		$110K Buy
24,363
+11,406
+88% +$52.4K ﹤0.01% 8568
2018
Q2 		$61K Buy
+12,957
New +$61.2K ﹤0.01% 9218

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

Jeff Yass's PIM Position: Q2 2026 in Review

Jeff Yass increased its Franklin Master Intermediate Income Trust (PIM) stake by 21% in Q2 2026, buying an estimated $16.9K and bringing the position to 30,054 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #12516.

Jeff Yass first reported a position in PIM in Q2 2018 and has held it in 18 quarters since. The position peaked at $393K in Q1 2020. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Jeff Yass held 30,054 shares of Franklin Master Intermediate Income Trust worth $97.1K as of Q2 2026.
  • Jeff Yass bought 5,256 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $16.9K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12516 holding.
  • Jeff Yass first reported a position in Franklin Master Intermediate Income Trust in Q2 2018 and has held it in 18 quarters since.
  • Jeff Yass's Franklin Master Intermediate Income Trust position peaked at $393K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.