Raymond James Financial
PIM icon

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
Q3 		$39.9K Sell
13,222
-851
-6% -$2.67K ﹤0.01% 5316
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

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 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 $9.42B AUM 19.31% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 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 $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial's PIM Position: Q3 2026 in Review

Raymond James Financial reduced its Franklin Master Intermediate Income Trust (PIM) stake by 6% in Q3 2026, selling an estimated $2.67K and leaving 13,222 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5316.

Raymond James Financial first reported a position in PIM in Q2 2025 and has held it in 3 quarters since. The position peaked at $45.5K in Q2 2026. 47 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

  • Raymond James Financial held 13,222 shares of Franklin Master Intermediate Income Trust worth $39.9K as of Q3 2026.
  • Raymond James Financial sold 851 Franklin Master Intermediate Income Trust shares in Q3 2026, an estimated $2.67K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #5316 holding.
  • Raymond James Financial first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Franklin Master Intermediate Income Trust position peaked at $45.5K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.