LPL Financial
PPT

LPL Financial’s Franklin Premier Income Trust PPT Stock Holding History

LPL Financial’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 		$447K Sell
128,030
-2,240
-2% -$7.8K ﹤0.01% 5111
2026
Q1 		$462K Buy
130,270
+12,325
+10% +$44.1K ﹤0.01% 4830
2025
Q4 		$418K Buy
117,945
+27,822
+31% +$100K ﹤0.01% 4881
2025
Q3 		$333K Sell
90,123
-5,737
-6% -$21.1K ﹤0.01% 4973
2025
Q2 		$352K Sell
95,860
-527
-0.5% -$1.91K ﹤0.01% 4662
2025
Q1 		$348K Buy
96,387
+13,212
+16% +$47.4K ﹤0.01% 4474
2024
Q4 		$296K Sell
83,175
-1,582
-2% -$5.69K ﹤0.01% 4539
2024
Q3 		$316K Buy
84,757
+4,824
+6% +$17.6K ﹤0.01% 4382
2024
Q2 		$286K Buy
79,933
+149
+0.2% +$520 ﹤0.01% 4306
2024
Q1 		$281K Sell
79,784
-690
-0.9% -$2.48K ﹤0.01% 4253
2023
Q4 		$287K Sell
80,474
-9,102
-10% -$31.3K ﹤0.01% 4127
2023
Q3 		$300K Buy
89,576
+8,566
+11% +$30.2K ﹤0.01% 3922
2023
Q2 		$285K Buy
81,010
+16,444
+25% +$58.6K ﹤0.01% 3892
2023
Q1 		$230K Buy
64,566
+7,095
+12% +$26.3K ﹤0.01% 3937
2022
Q4 		$209K Sell
57,471
-256
-0.4% -$931 ﹤0.01% 3945
2022
Q3 		$207K Buy
57,727
+1,423
+3% +$5.43K ﹤0.01% 3905
2022
Q2 		$214K Sell
56,304
-3,594
-6% -$13.8K ﹤0.01% 3889
2022
Q1 		$239K Buy
59,898
+21,601
+56% +$87.5K ﹤0.01% 3733
2021
Q4 		$164K Sell
38,297
-7,762
-17% -$34.2K ﹤0.01% 4031
2021
Q3 		$210K Sell
46,059
-2,238
-5% -$10.3K ﹤0.01% 3948
2021
Q2 		$225K Sell
48,297
-1,180
-2% -$5.55K ﹤0.01% 3821
2021
Q1 		$241K Sell
49,477
-1,098
-2% -$5.2K ﹤0.01% 3629
2020
Q4 		$235K Sell
50,575
-13,926
-22% -$63.6K ﹤0.01% 3400
2020
Q3 		$287K Sell
64,501
-5,135
-7% -$23.8K ﹤0.01% 2939
2020
Q2 		$330K Sell
69,636
-3,688
-5% -$17.4K ﹤0.01% 2763
2020
Q1 		$333K Sell
73,324
-7,937
-10% -$40.8K ﹤0.01% 2408
2019
Q4 		$441K Buy
81,261
+38,364
+89% +$206K ﹤0.01% 2477
2019
Q3 		$226K Buy
42,897
+28,802
+204% +$151K ﹤0.01% 2901
2019
Q2 		$72K Sell
14,095
-2,218
-14% -$11.4K ﹤0.01% 3182
2019
Q1 		$84K Buy
16,313
+1,350
+9% +$6.74K ﹤0.01% 3085
2018
Q4 		$70K Sell
14,963
-58,116
-80% -$287K ﹤0.01% 2990
2018
Q3 		$384K Buy
73,079
+1,240
+2% +$6.5K ﹤0.01% 2453
2018
Q2 		$376K Buy
71,839
+7,820
+12% +$41.8K ﹤0.01% 2440
2018
Q1 		$335K Buy
64,019
+3,388
+6% +$17.7K ﹤0.01% 2513
2017
Q4 		$323K Buy
60,631
+16,007
+36% +$84.4K ﹤0.01% 2426
2017
Q3 		$237K Buy
44,624
+11,186
+33% +$60.2K ﹤0.01% 2543
2017
Q2 		$182K Sell
33,438
-240,430
-88% -$1.26M ﹤0.01% 2612
2017
Q1 		$1.45M Buy
273,868
+164,276
+150% +$856K 0.01% 1015
2016
Q4 		$546K Buy
109,592
+5,619
+5% +$27.3K ﹤0.01% 1684
2016
Q3 		$504K Buy
103,973
+22,752
+28% +$110K ﹤0.01% 1710
2016
Q2 		$378K Sell
81,221
-37,503
-32% -$177K ﹤0.01% 1898
2016
Q1 		$558K Sell
118,724
-19,604
-14% -$91.6K ﹤0.01% 2089
2015
Q4 		$681K Buy
138,328
+51,699
+60% +$257K ﹤0.01% 1981
2015
Q3 		$423K Sell
86,629
-24,863
-22% -$124K ﹤0.01% 1933
2015
Q2 		$565K Sell
111,492
-5,467
-5% -$28.6K ﹤0.01% 1805
2015
Q1 		$616K Sell
116,959
-4,219
-3% -$22.1K ﹤0.01% 1706
2014
Q4 		$636K Sell
121,178
-2,480
-2% -$13.3K ﹤0.01% 1607
2014
Q3 		$680K Buy
123,658
+4,636
+4% +$25.5K ﹤0.01% 1554
2014
Q2 		$661K Sell
119,022
-8,468
-7% -$46.9K ﹤0.01% 1596
2014
Q1 		$705K Sell
127,490
-30,418
-19% -$166K ﹤0.01% 1486
2013
Q4 		$859K Sell
157,908
-13,005
-8% -$70K 0.01% 1337
2013
Q3 		$904K Sell
170,913
-24,049
-12% -$127K 0.01% 1250
2013
Q2 		$1.04M Buy
+194,962
New +$1.06M 0.01% 1101

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

LPL Financial's PPT Position: Q2 2026 in Review

LPL Financial reduced its Franklin Premier Income Trust (PPT) stake by 1.7% in Q2 2026, selling an estimated $7.8K and leaving 128,030 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #5111.

LPL Financial first reported a position in PPT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.45M in Q1 2017. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

  • LPL Financial held 128,030 shares of Franklin Premier Income Trust worth $447K as of Q2 2026.
  • LPL Financial sold 2,240 Franklin Premier Income Trust shares in Q2 2026, an estimated $7.8K.
  • Franklin Premier Income Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5111 holding.
  • LPL Financial first reported a position in Franklin Premier Income Trust in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Franklin Premier Income Trust position peaked at $1.45M in Q1 2017.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.