MA
PIM

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
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 $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

Mezzasalma Advisors's PIM Position: Q1 2026 in Review

Mezzasalma Advisors increased its Franklin Master Intermediate Income Trust (PIM) stake by 2% in Q1 2026, buying an estimated $3.54K and bringing the position to 54,708 shares worth $179K. The position accounts for 0.05% of the portfolio, ranked #154.

Mezzasalma Advisors first reported a position in PIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $199K in Q2 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Mezzasalma Advisors held 54,708 shares of Franklin Master Intermediate Income Trust worth $179K as of Q1 2026.
  • Mezzasalma Advisors bought 1,079 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $3.54K.
  • Franklin Master Intermediate Income Trust made up 0.05% of Mezzasalma Advisors's portfolio in Q1 2026, its #154 holding.
  • Mezzasalma Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.