NC
PPT

North Capital’s Franklin Premier Income Trust PPT Stock Holding History

North Capital’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
2025
Q4 		– Sell
-4,301
Closed -$15.9K – 538
2025
Q3 		$15.9K Buy
+4,301
New +$15.8K 0.01% 333

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Raymond James Financial
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

North Capital's PPT Position: Q4 2025 in Review

North Capital sold out of Franklin Premier Income Trust (PPT) in Q4 2025, closing a stake of 4,301 shares — an estimated $15.9K sold.

North Capital first reported a position in PPT in Q3 2025 and held it in 1 quarter. The position peaked at $15.9K in Q3 2025. 107 funds tracked by Wall St. Rank hold PPT as of Q4 2025.

  • North Capital reported no remaining Franklin Premier Income Trust position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 4,301 Franklin Premier Income Trust shares in Q4 2025, an estimated $15.9K.
  • North Capital first reported a position in Franklin Premier Income Trust in Q3 2025 and held it in 1 quarter.
  • North Capital's Franklin Premier Income Trust position peaked at $15.9K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.