Jones Financial Companies
PIM icon

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

Jones Financial Companies’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 		– Sell
-3,000
Closed -$9.42K – 5129
2026
Q1 		$9.42K Buy
+3,000
New +$9.83K ﹤0.01% 3601

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 $366M AUM 12.21% 1-Year Est. Return

Jones Financial Companies's PIM Position: Q2 2026 in Review

Jones Financial Companies sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 3,000 shares — an estimated $9.42K sold.

Jones Financial Companies first reported a position in PIM in Q1 2026 and held it in 1 quarter. The position peaked at $9.42K in Q1 2026. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Jones Financial Companies reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 3,000 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $9.42K.
  • Jones Financial Companies first reported a position in Franklin Master Intermediate Income Trust in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's Franklin Master Intermediate Income Trust position peaked at $9.42K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.