Lazari Capital Management’s Franklin Premier Income Trust PPT Stock Holding History

Lazari Capital Management’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	$78.3K	Hold	22,436	–	–	0.02%	180
2026 Q1	$79.6K	Hold	22,436	–	–	0.03%	169
2025 Q4	$79.4K	Hold	22,436	–	–	0.03%	159
2025 Q3	$82.8K	Hold	22,436	–	–	0.03%	158
2025 Q2	$82.3K	Hold	22,436	–	–	0.03%	147
2025 Q1	$81K	Hold	22,436	–	–	0.03%	148
2024 Q4	$79.9K	Hold	22,436	–	–	0.03%	144
2024 Q3	$83.7K	Hold	22,436	–	–	0.04%	148
2024 Q2	$80.3K	Sell	22,436 -5,778	-20%	-$20.2K	0.04%	133
2024 Q1	$99.3K	Sell	28,214 -10	-0%	-$36	0.05%	116
2023 Q4	$101K	Sell	28,224 -6,533	-19%	-$22.4K	0.06%	115
2023 Q3	$116K	Buy	34,757 +7,842	+29%	+$27.7K	0.07%	111
2023 Q2	$94.7K	Buy	+26,915	New	+$95.9K	0.05%	118

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 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

Lazari Capital Management's PPT Position: Q2 2026 in Review

Lazari Capital Management held its Franklin Premier Income Trust (PPT) position steady in Q2 2026 at 22,436 shares worth $78.3K. The position accounts for 0.02% of the portfolio, ranked #180.

Lazari Capital Management first reported a position in PPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $116K in Q3 2023. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Lazari Capital Management held 22,436 shares of Franklin Premier Income Trust worth $78.3K as of Q2 2026.
Lazari Capital Management left its Franklin Premier Income Trust share count unchanged in Q2 2026.
Franklin Premier Income Trust made up 0.02% of Lazari Capital Management's portfolio in Q2 2026, its #180 holding.
Lazari Capital Management first reported a position in Franklin Premier Income Trust in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Franklin Premier Income Trust position peaked at $116K in Q3 2023.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.