Mather Group’s Franklin Premier Income Trust PPT Stock Holding History

Mather Group’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	$129	Sell	37 -2,214	-98%	-$7.71K	﹤0.01%	1876
2026 Q1	$7.99K	Buy	+2,251	New	+$8.06K	﹤0.01%	1504
2025 Q4	–	Sell	-37	Closed	-$137	–	1393
2025 Q3	$137	Buy	+37	New	+$136	﹤0.01%	1677
2025 Q2	–	Sell	-37	Closed	-$134	–	1435
2025 Q1	$134	Buy	+37	New	+$133	﹤0.01%	1750

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

Mather Group's PPT Position: Q2 2026 in Review

Mather Group reduced its Franklin Premier Income Trust (PPT) stake by 98% in Q2 2026, selling an estimated $7.71K and leaving 37 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Mather Group first reported a position in PPT in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.99K in Q1 2026. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Mather Group held 37 shares of Franklin Premier Income Trust worth $129 as of Q2 2026.
Mather Group sold 2,214 Franklin Premier Income Trust shares in Q2 2026, an estimated $7.71K.
Franklin Premier Income Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1876 holding.
Mather Group first reported a position in Franklin Premier Income Trust in Q1 2025 and has held it in 4 quarters since.
Mather Group's Franklin Premier Income Trust position peaked at $7.99K in Q1 2026.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.