Mezzasalma Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Mezzasalma Advisors’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 Q2	$180K	Buy	55,840 +1,132	+2%	+$3.63K	0.04%	169
2026 Q1	$179K	Buy	54,708 +1,079	+2%	+$3.54K	0.05%	154
2025 Q4	$178K	Sell	53,629 -2,431	-4%	-$8.12K	0.04%	158
2025 Q3	$193K	Sell	56,060 -3,460	-6%	-$11.7K	0.05%	158
2025 Q2	$199K	Buy	59,520 +1,163	+2%	+$3.84K	0.06%	143
2025 Q1	$194K	Sell	58,357 -777	-1%	-$2.56K	0.07%	145
2024 Q4	$193K	Buy	+59,134	New	+$195K	0.06%	141

Other funds holding PIM

SIA

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

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Mezzasalma Advisors's PIM Position: Q2 2026 in Review

Mezzasalma Advisors increased its Franklin Master Intermediate Income Trust (PIM) stake by 2.1% in Q2 2026, buying an estimated $3.63K and bringing the position to 55,840 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #169.

Mezzasalma Advisors first reported a position in PIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $199K in Q2 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

Mezzasalma Advisors held 55,840 shares of Franklin Master Intermediate Income Trust worth $180K as of Q2 2026.
Mezzasalma Advisors bought 1,132 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $3.63K.
Franklin Master Intermediate Income Trust made up 0.04% of Mezzasalma Advisors's portfolio in Q2 2026, its #169 holding.
Mezzasalma Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's Franklin Master Intermediate Income Trust position peaked at $199K in Q2 2025.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.