Northwestern Mutual Wealth Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Northwestern Mutual Wealth Management’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	$1.62K	Buy	+502	New	+$1.61K	﹤0.01%	3699
2021 Q2	–	Sell	-624	Closed	-$3K	–	3127
2021 Q1	$3K	Buy	+624	New	+$2.63K	﹤0.01%	2544
2020 Q2	–	Sell	-5,963	Closed	-$24K	–	2610
2020 Q1	$24K	Buy	5,963 +221	+4%	+$1K	﹤0.01%	1637
2019 Q4	$27K	Hold	5,742	–	–	﹤0.01%	1652
2019 Q3	$26K	Hold	5,742	–	–	﹤0.01%	1642
2019 Q2	$26K	Hold	5,742	–	–	﹤0.01%	1629
2019 Q1	$26K	Hold	5,742	–	–	﹤0.01%	1612
2018 Q4	$24K	Hold	5,742	–	–	﹤0.01%	1527
2018 Q3	$26K	Buy	5,742 +4,362	+316%	+$20K	﹤0.01%	1557
2018 Q2	$6K	Buy	+1,380	New	+$6.52K	﹤0.01%	1982
2017 Q3	–	Sell	-6,375	Closed	-$30K	–	2232
2017 Q2	$30K	Buy	+6,375	New	+$30.3K	﹤0.01%	1254

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

Northwestern Mutual Wealth Management's PIM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q2 2026: 502 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #3699 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in PIM as recently as Q1 2021.

Northwestern Mutual Wealth Management first reported a position in PIM in Q2 2017 and has held it in 11 quarters since. The position peaked at $30K in Q2 2017. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

Northwestern Mutual Wealth Management held 502 shares of Franklin Master Intermediate Income Trust worth $1.62K as of Q2 2026.
Franklin Master Intermediate Income Trust was a new Northwestern Mutual Wealth Management position in Q2 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3699 holding.
Northwestern Mutual Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q2 2017 and has held it in 11 quarters since.
Northwestern Mutual Wealth Management's Franklin Master Intermediate Income Trust position peaked at $30K in Q2 2017.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.