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PIM

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

NewEdge 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 		$170K Sell
52,620
-404
-0.8% -$1.3K ﹤0.01% 2816
2026
Q1 		$173K Sell
53,024
-26,506
-33% -$86.9K ﹤0.01% 2632
2025
Q4 		$266K Sell
79,530
-2,010
-2% -$6.71K ﹤0.01% 2392
2025
Q3 		$280K Sell
81,540
-912
-1% -$3.07K ﹤0.01% 2216
2025
Q2 		$276K Sell
82,452
-1,712
-2% -$5.66K ﹤0.01% 2066
2025
Q1 		$279K Sell
84,164
-23,586
-22% -$77.8K ﹤0.01% 1943
2024
Q4 		$351K Sell
107,750
-8,117
-7% -$26.7K ﹤0.01% 1783
2024
Q3 		$393K Sell
115,867
-3,817
-3% -$12.7K ﹤0.01% 1623
2024
Q2 		$386K Sell
119,684
-5,216
-4% -$16.5K ﹤0.01% 1572
2024
Q1 		$400K Buy
124,900
+3,500
+3% +$11.2K ﹤0.01% 1473
2023
Q4 		$390K Buy
121,400
+24,500
+25% +$74.9K ﹤0.01% 1424
2023
Q3 		$293K Sell
96,900
-31,700
-25% -$99.6K ﹤0.01% 1440
2023
Q2 		$406K Buy
128,600
+6,300
+5% +$19.9K ﹤0.01% 1291
2023
Q1 		$380K Sell
122,300
-6,073
-5% -$19.7K ﹤0.01% 1243
2022
Q4 		$407K Sell
128,373
-2,400
-2% -$7.89K 0.01% 869
2022
Q3 		$425K Sell
130,773
-4,100
-3% -$14.1K 0.01% 1049
2022
Q2 		$460K Buy
134,873
+10,996
+9% +$38.1K 0.01% 1026
2022
Q1 		$444K Sell
123,877
-4,000
-3% -$14.5K 0.01% 878
2021
Q4 		$505K Buy
+127,877
New +$508K 0.01% 1072

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
SF
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
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

NewEdge Advisors's PIM Position: Q2 2026 in Review

NewEdge Advisors reduced its Franklin Master Intermediate Income Trust (PIM) stake by 0.76% in Q2 2026, selling an estimated $1.3K and leaving 52,620 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

NewEdge Advisors first reported a position in PIM in Q4 2021 and has held it in 19 quarters since. The position peaked at $505K in Q4 2021. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • NewEdge Advisors held 52,620 shares of Franklin Master Intermediate Income Trust worth $170K as of Q2 2026.
  • NewEdge Advisors sold 404 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $1.3K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2816 holding.
  • NewEdge Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Franklin Master Intermediate Income Trust position peaked at $505K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.