Mezzasalma Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Mezzasalma Advisors’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	$265K	Buy	75,816 +1,416	+2%	+$4.93K	0.05%	152
2026 Q1	$264K	Buy	74,400 +1,338	+2%	+$4.79K	0.07%	133
2025 Q4	$259K	Buy	73,062 +1,330	+2%	+$4.8K	0.06%	137
2025 Q3	$265K	Sell	71,732 -1,893	-3%	-$6.96K	0.07%	137
2025 Q2	$270K	Buy	73,625 +1,492	+2%	+$5.4K	0.08%	124
2025 Q1	$260K	Buy	72,133 +2,038	+3%	+$7.31K	0.09%	126
2024 Q4	$250K	Buy	+70,095	New	+$252K	0.08%	127

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

Mezzasalma Advisors's PPT Position: Q2 2026 in Review

Mezzasalma Advisors increased its Franklin Premier Income Trust (PPT) stake by 1.9% in Q2 2026, buying an estimated $4.93K and bringing the position to 75,816 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #152.

Mezzasalma Advisors first reported a position in PPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q2 2025. 98 funds tracked by Wall St. Rank hold PPT as of Q2 2026.

Mezzasalma Advisors held 75,816 shares of Franklin Premier Income Trust worth $265K as of Q2 2026.
Mezzasalma Advisors bought 1,416 Franklin Premier Income Trust shares in Q2 2026, an estimated $4.93K.
Franklin Premier Income Trust made up 0.05% of Mezzasalma Advisors's portfolio in Q2 2026, its #152 holding.
Mezzasalma Advisors first reported a position in Franklin Premier Income Trust in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's Franklin Premier Income Trust position peaked at $270K in Q2 2025.
98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2026.

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