Kovitz Investment Group Partners
PIM

Kovitz Investment Group Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-189,725
Closed -$653K – 1081
2025
Q3 		$653K Buy
189,725
+20,500
+12% +$69.1K ﹤0.01% 949
2025
Q2 		$567K Buy
+169,225
New +$559K ﹤0.01% 940

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kovitz Investment Group Partners's PIM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Franklin Master Intermediate Income Trust (PIM) in Q4 2025, closing a stake of 189,725 shares — an estimated $653K sold.

Kovitz Investment Group Partners first reported a position in PIM in Q2 2025 and held it in 2 quarters. The position peaked at $653K in Q3 2025. 60 funds tracked by Wall St. Rank hold PIM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Franklin Master Intermediate Income Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 189,725 Franklin Master Intermediate Income Trust shares in Q4 2025, an estimated $653K.
  • Kovitz Investment Group Partners first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Franklin Master Intermediate Income Trust position peaked at $653K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.