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

Perigon 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
2025 Q2	–	Sell	-11,250	Closed	-$37.4K	–	1097
2025 Q1	$37.4K	Buy	+11,250	New	+$37.1K	﹤0.01%	1023
2024 Q4	–	Sell	-14,500	Closed	-$49.2K	–	1084
2024 Q3	$49.2K	Buy	+14,500	New	+$48.2K	﹤0.01%	986
2023 Q3	–	Sell	-13,000	Closed	-$41.1K	–	809
2023 Q2	$41.1K	Buy	+13,000	New	+$41K	﹤0.01%	769

Other funds holding PIM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perigon Wealth Management's PIM Position: Q2 2025 in Review

Perigon Wealth Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2025, closing a stake of 11,250 shares — an estimated $37.4K sold.

Perigon Wealth Management first reported a position in PIM in Q2 2023 and held it in 3 quarters. The position peaked at $49.2K in Q3 2024. 58 funds tracked by Wall St. Rank hold PIM as of Q2 2025.

Perigon Wealth Management reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2025 after selling out during the quarter.
Perigon Wealth Management sold 11,250 Franklin Master Intermediate Income Trust shares in Q2 2025, an estimated $37.4K.
Perigon Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q2 2023 and held it in 3 quarters.
Perigon Wealth Management's Franklin Master Intermediate Income Trust position peaked at $49.2K in Q3 2024.
58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.