PAM
PIM

PVG Asset Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

PVG Asset 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 		$3.99M Buy
1,235,001
+3,110
+0.3% +$9.98K 2.3% 7
2026
Q1 		$3.97M Buy
1,231,891
+749,132
+155% +$2.45M 2.34% 7
2025
Q4 		$1.61M Buy
482,759
+444,177
+1,151% +$1.48M 3.43% 4
2025
Q3 		$133K Buy
+38,582
New +$130K 0.49% 63
2025
Q2 		– Sell
-47,072
Closed -$156K – 64
2025
Q1 		$156K Buy
47,072
+985
+2% +$3.25K 0.68% 39
2024
Q4 		$150K Buy
+46,087
New +$152K 0.71% 43

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

PVG Asset Management's PIM Position: Q2 2026 in Review

PVG Asset Management increased its Franklin Master Intermediate Income Trust (PIM) stake by 0.25% in Q2 2026, buying an estimated $9.98K and bringing the position to 1,235,001 shares worth $3.99M. The position accounts for 2.3% of the portfolio, ranked #7.

PVG Asset Management first reported a position in PIM in Q4 2024 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • PVG Asset Management held 1,235,001 shares of Franklin Master Intermediate Income Trust worth $3.99M as of Q2 2026.
  • PVG Asset Management bought 3,110 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $9.98K.
  • Franklin Master Intermediate Income Trust made up 2.3% of PVG Asset Management's portfolio in Q2 2026, its #7 holding.
  • PVG Asset Management first reported a position in Franklin Master Intermediate Income Trust in Q4 2024 and has held it in 6 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on PVG Asset Management's 13F filing for Q2 2026, filed 1 Jul 2026.