KFI
PIM

Key Financial Inc’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Key Financial Inc’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
-9,500
Closed -$31.1K – 1430
2026
Q1 		$31.1K Hold
9,500
– – 0.01% 628
2025
Q4 		$31.7K Hold
9,500
– – 0.01% 622
2025
Q3 		$32.5K Hold
9,500
– – 0.01% 600
2025
Q2 		$31.8K Hold
9,500
– – 0.01% 585
2025
Q1 		$31.5K Hold
9,500
– – 0.01% 563
2024
Q4 		$31K Hold
9,500
– – 0.01% 565
2024
Q3 		$32.2K Hold
9,500
– – 0.01% 559
2024
Q2 		$30.6K Hold
9,500
– – 0.01% 561
2024
Q1 		$30.4K Sell
9,500
-2,382
-20% -$7.64K 0.01% 529
2023
Q4 		$37.9K Hold
11,882
– – 0.01% 470
2023
Q3 		$35.9K Hold
11,882
– – 0.01% 459
2023
Q2 		$37.5K Hold
11,882
– – 0.01% 454
2023
Q1 		$37.8K Buy
11,882
+9,500
+399% +$30.9K 0.01% 434
2022
Q4 		$7.74K Hold
2,382
– – ﹤0.01% 692
2022
Q3 		$8K Buy
+2,382
New +$8.17K ﹤0.01% 690

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

Key Financial Inc's PIM Position: Q2 2026 in Review

Key Financial Inc sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 9,500 shares — an estimated $31.1K sold.

Key Financial Inc first reported a position in PIM in Q3 2022 and held it in 15 quarters. The position peaked at $37.9K in Q4 2023. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Key Financial Inc reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 9,500 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $31.1K.
  • Key Financial Inc first reported a position in Franklin Master Intermediate Income Trust in Q3 2022 and held it in 15 quarters.
  • Key Financial Inc's Franklin Master Intermediate Income Trust position peaked at $37.9K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.