Perigon Wealth Management
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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
2026
Q2 		$46.8K Buy
+14,500
New +$46.5K ﹤0.01% 1423
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

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 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
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Perigon Wealth Management's PIM Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q2 2026: 14,500 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in PIM as recently as Q1 2025.

Perigon Wealth Management first reported a position in PIM in Q2 2023 and has held it in 4 quarters since. The position peaked at $49.2K in Q3 2024. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Perigon Wealth Management held 14,500 shares of Franklin Master Intermediate Income Trust worth $46.8K as of Q2 2026.
  • Franklin Master Intermediate Income Trust was a new Perigon Wealth Management position in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1423 holding.
  • Perigon Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q2 2023 and has held it in 4 quarters since.
  • Perigon Wealth Management's Franklin Master Intermediate Income Trust position peaked at $49.2K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.