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 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 $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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Key Financial Inc's PIM Position: Q1 2026 in Review

Key Financial Inc held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 9,500 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #628.

Key Financial Inc first reported a position in PIM in Q3 2022 and has held it in 15 quarters since. The position peaked at $37.9K in Q4 2023. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

Key Financial Inc held 9,500 shares of Franklin Master Intermediate Income Trust worth $31.1K as of Q1 2026.
Key Financial Inc left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
Franklin Master Intermediate Income Trust made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #628 holding.
Key Financial Inc first reported a position in Franklin Master Intermediate Income Trust in Q3 2022 and has held it in 15 quarters since.
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 Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.