KB
PPT

Kimelman & Baird’s Franklin Premier Income Trust PPT Stock Holding History

Kimelman & Baird’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,529
Closed -$8.98K – 265
2026
Q1 		$8.98K Hold
2,529
– – ﹤0.01% 221
2025
Q4 		$8.95K Hold
2,529
– – ﹤0.01% 222
2025
Q3 		$9.33K Hold
2,529
– – ﹤0.01% 244
2025
Q2 		$9.28K Hold
2,529
– – ﹤0.01% 262
2025
Q1 		$9.13K Hold
2,529
– – ﹤0.01% 268
2024
Q4 		$9K Hold
2,529
– – ﹤0.01% 268
2024
Q3 		$9.43K Hold
2,529
– – ﹤0.01% 274
2024
Q2 		$9.05K Buy
+2,529
New +$8.82K ﹤0.01% 279

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Kimelman & Baird's PPT Position: Q2 2026 in Review

Kimelman & Baird sold out of Franklin Premier Income Trust (PPT) in Q2 2026, closing a stake of 2,529 shares — an estimated $8.98K sold.

Kimelman & Baird first reported a position in PPT in Q2 2024 and held it in 8 quarters. The position peaked at $9.43K in Q3 2024. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • Kimelman & Baird reported no remaining Franklin Premier Income Trust position as of Q2 2026 after selling out during the quarter.
  • Kimelman & Baird sold 2,529 Franklin Premier Income Trust shares in Q2 2026, an estimated $8.98K.
  • Kimelman & Baird first reported a position in Franklin Premier Income Trust in Q2 2024 and held it in 8 quarters.
  • Kimelman & Baird's Franklin Premier Income Trust position peaked at $9.43K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.