Jones Financial Companies
PIM

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
Q1 		$9.42K Buy
+3,000
New +$9.83K ﹤0.01% 3601

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jones Financial Companies's PIM Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q1 2026: 3,000 shares worth $9.42K. The stake represents ﹤0.01% of the portfolio and ranks #3601 among its holdings.

59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Jones Financial Companies held 3,000 shares of Franklin Master Intermediate Income Trust worth $9.42K as of Q1 2026.
  • Franklin Master Intermediate Income Trust was a new Jones Financial Companies position in Q1 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3601 holding.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.