MCM
PIM

MAI Capital Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

MAI Capital Management’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 		$19.6K Hold
6,000
– – ﹤0.01% 2801
2025
Q4 		$20K Buy
6,000
+1,000
+20% +$3.34K ﹤0.01% 2512
2025
Q3 		$17.2K Hold
5,000
– – ﹤0.01% 2482
2025
Q2 		$16.8K Hold
5,000
– – ﹤0.01% 2443
2025
Q1 		$16.6K Hold
5,000
– – ﹤0.01% 2265
2024
Q4 		$16.3K Buy
+5,000
New +$16.5K ﹤0.01% 2310

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

MAI Capital Management's PIM Position: Q1 2026 in Review

MAI Capital Management held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 6,000 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

MAI Capital Management first reported a position in PIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $20K in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • MAI Capital Management held 6,000 shares of Franklin Master Intermediate Income Trust worth $19.6K as of Q1 2026.
  • MAI Capital Management left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2801 holding.
  • MAI Capital Management first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Franklin Master Intermediate Income Trust position peaked at $20K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.