Raymond James Financial
PIM

Raymond James Financial’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Raymond James Financial’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 		$45.5K Buy
+14,073
New +$45.2K ﹤0.01% 5271
2025
Q3 		– Sell
-7,324
Closed -$24.5K – 6258
2025
Q2 		$24.5K Buy
+7,324
New +$24.2K ﹤0.01% 5516

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
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

Raymond James Financial's PIM Position: Q2 2026 in Review

Raymond James Financial opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q2 2026: 14,073 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #5271 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in PIM as recently as Q2 2025.

Raymond James Financial first reported a position in PIM in Q2 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Raymond James Financial held 14,073 shares of Franklin Master Intermediate Income Trust worth $45.5K as of Q2 2026.
  • Franklin Master Intermediate Income Trust was a new Raymond James Financial position in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5271 holding.
  • Raymond James Financial first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.